First American Trust’s Salesforce CRM Stock Holding History

First American Trust’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	$299K	Buy	1,603 +118	+8%	+$24.4K	0.02%	234
2025 Q4	$393K	Buy	1,485 +363	+32%	+$90.2K	0.03%	206
2025 Q3	$266K	Sell	1,122 -58	-5%	-$14.6K	0.02%	221
2025 Q2	$322K	Buy	1,180 +91	+8%	+$24.3K	0.03%	193
2025 Q1	$292K	Buy	1,089 +24	+2%	+$7.46K	0.03%	193
2024 Q4	$356K	Sell	1,065 -42	-4%	-$13.4K	0.04%	174
2024 Q3	$303K	Sell	1,107 -177	-14%	-$45.3K	0.03%	183
2024 Q2	$330K	Buy	1,284 +99	+8%	+$26.5K	0.03%	162
2024 Q1	$357K	Buy	1,185 +84	+8%	+$24.2K	0.04%	162
2023 Q4	$290K	Buy	+1,101	New	+$249K	0.04%	154
2021 Q3	–	Sell	-1,490	Closed	-$364K	–	159
2021 Q2	$364K	Buy	+1,490	New	+$343K	0.06%	119
2016 Q4	–	Sell	-4,266	Closed	-$304K	–	110
2016 Q3	$304K	Sell	4,266 -18,795	-82%	-$1.47M	0.09%	94
2016 Q2	$1.83M	Sell	23,061 -1,281	-5%	-$101K	0.65%	61
2016 Q1	$1.8M	Sell	24,342 -11,758	-33%	-$810K	0.63%	60
2015 Q4	$2.83M	Buy	36,100 +1,085	+3%	+$84.7K	1.04%	43
2015 Q3	$2.43M	Buy	35,015 +1,382	+4%	+$98K	0.94%	46
2015 Q2	$2.34M	Sell	33,633 -97	-0.3%	-$6.91K	0.87%	54
2015 Q1	$2.25M	Buy	+33,730	New	+$2.09M	0.8%	61

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

First American Trust's CRM Position: Q1 2026 in Review

First American Trust increased its Salesforce (CRM) stake by 7.9% in Q1 2026, buying an estimated $24.4K and bringing the position to 1,603 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #234.

First American Trust first reported a position in CRM in Q1 2015 and has held it in 18 quarters since. The position peaked at $2.83M in Q4 2015. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

First American Trust held 1,603 shares of Salesforce worth $299K as of Q1 2026.
First American Trust bought 118 Salesforce shares in Q1 2026, an estimated $24.4K.
Salesforce made up 0.02% of First American Trust's portfolio in Q1 2026, its #234 holding.
First American Trust first reported a position in Salesforce in Q1 2015 and has held it in 18 quarters since.
First American Trust's Salesforce position peaked at $2.83M in Q4 2015.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on First American Trust's 13F filing for Q1 2026, filed 12 May 2026.