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Farmers & Merchants Trust Company’s Salesforce CRM Stock Holding History

Farmers & Merchants Trust Company’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 		$654K Sell
3,505
-108
-3% -$22.4K 0.15% 92
2025
Q4 		$957K Sell
3,613
-1,531
-30% -$380K 0.22% 74
2025
Q3 		$1.22M Sell
5,144
-2,173
-30% -$548K 0.26% 68
2025
Q2 		$2M Buy
7,317
+390
+6% +$104K 0.42% 50
2025
Q1 		$1.86M Buy
6,927
+2,081
+43% +$647K 0.47% 45
2024
Q4 		$1.62M Sell
4,846
-449
-8% -$143K 0.4% 53
2024
Q3 		$1.45M Sell
5,295
-78
-1% -$20K 0.36% 56
2024
Q2 		$1.38M Buy
5,373
+329
+7% +$88K 0.36% 57
2024
Q1 		$1.52M Buy
5,044
+35
+0.7% +$10.1K 0.38% 57
2023
Q4 		$1.32M Buy
5,009
+75
+2% +$17K 0.35% 58
2023
Q3 		$1M Sell
4,934
-878
-15% -$190K 0.3% 66
2023
Q2 		$1.23M Buy
5,812
+113
+2% +$23.1K 0.33% 62
2023
Q1 		$1.14M Sell
5,699
-264
-4% -$44.6K 0.32% 67
2022
Q4 		$791K Sell
5,963
-1,238
-17% -$181K 0.22% 78
2022
Q3 		$1.04M Sell
7,201
-227
-3% -$38.5K 0.32% 61
2022
Q2 		$1.23M Buy
7,428
+653
+10% +$115K 0.37% 56
2022
Q1 		$1.44M Buy
6,775
+324
+5% +$69.7K 0.37% 51
2021
Q4 		$1.64M Buy
6,451
+289
+5% +$81.2K 0.4% 51
2021
Q3 		$1.67M Buy
6,162
+1,247
+25% +$317K 0.44% 49
2021
Q2 		$1.2M Buy
4,915
+2,903
+144% +$669K 0.33% 60
2021
Q1 		$427K Buy
2,012
+2
+0.1% +$445 0.14% 104
2020
Q4 		$447K Sell
2,010
-6
-0.3% -$1.46K 0.17% 93
2020
Q3 		$507K Buy
2,016
+52
+3% +$11.4K 0.21% 85
2020
Q2 		$368K Hold
1,964
– – 0.17% 93
2020
Q1 		$283K Hold
1,964
– – 0.15% 100
2019
Q4 		$319K Buy
1,964
+84
+4% +$13.2K 0.13% 112
2019
Q3 		$279K Buy
1,880
+10
+0.5% +$1.52K 0.12% 124
2019
Q2 		$284K Hold
1,870
– – 0.13% 120
2019
Q1 		$296K Hold
1,870
– – 0.14% 114
2018
Q4 		$256K Buy
+1,870
New +$257K 0.13% 113

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Farmers & Merchants Trust Company's CRM Position: Q1 2026 in Review

Farmers & Merchants Trust Company reduced its Salesforce (CRM) stake by 3% in Q1 2026, selling an estimated $22.4K and leaving 3,505 shares worth $654K. The position accounts for 0.15% of the portfolio, ranked #92.

Farmers & Merchants Trust Company first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Farmers & Merchants Trust Company held 3,505 shares of Salesforce worth $654K as of Q1 2026.
  • Farmers & Merchants Trust Company sold 108 Salesforce shares in Q1 2026, an estimated $22.4K.
  • Salesforce made up 0.15% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #92 holding.
  • Farmers & Merchants Trust Company first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Farmers & Merchants Trust Company's Salesforce position peaked at $2M in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.