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 Q2	$214K	Sell	1,366 -237	-15%	-$41.7K	0.01%	282
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First American Trust's CRM Position: Q2 2026 in Review

First American Trust reduced its Salesforce (CRM) stake by 15% in Q2 2026, selling an estimated $41.7K and leaving 1,366 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #282.

First American Trust first reported a position in CRM in Q1 2015 and has held it in 19 quarters since. The position peaked at $2.83M in Q4 2015. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

First American Trust held 1,366 shares of Salesforce worth $214K as of Q2 2026.
First American Trust sold 237 Salesforce shares in Q2 2026, an estimated $41.7K.
Salesforce made up 0.01% of First American Trust's portfolio in Q2 2026, its #282 holding.
First American Trust first reported a position in Salesforce in Q1 2015 and has held it in 19 quarters since.
First American Trust's Salesforce position peaked at $2.83M in Q4 2015.
2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First American Trust's 13F filing for Q2 2026, filed 10 Aug 2026.