Exchange Bank’s Salesforce CRM Stock Holding History

Exchange Bank’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-769	Closed	-$204K	–	121
2025 Q4	$204K	Buy	+769	New	+$191K	0.14%	119
2025 Q3	–	Sell	-764	Closed	-$208K	–	126
2025 Q2	$208K	Hold	764	–	–	0.16%	113
2025 Q1	$205K	Hold	764	–	–	0.17%	111
2024 Q4	$255K	Hold	764	–	–	0.21%	99
2024 Q3	$209K	Buy	+764	New	+$196K	0.17%	111
2024 Q2	–	Sell	-759	Closed	-$229K	–	112
2024 Q1	$229K	Buy	+759	New	+$219K	0.19%	105

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Exchange Bank's CRM Position: Q1 2026 in Review

Exchange Bank sold out of Salesforce (CRM) in Q1 2026, closing a stake of 769 shares — an estimated $204K sold.

Exchange Bank first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $255K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Exchange Bank reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Exchange Bank sold 769 Salesforce shares in Q1 2026, an estimated $204K.
Exchange Bank first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
Exchange Bank's Salesforce position peaked at $255K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Exchange Bank's 13F filing for Q1 2026, filed 8 Apr 2026.