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First Citizens Bank & Trust’s Salesforce CRM Stock Holding History

First Citizens Bank & 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 		$519K Sell
3,313
-12,832
-79% -$2.26M 0.01% 459
2026
Q1 		$3.01M Buy
16,145
+12,597
+355% +$2.61M 0.06% 161
2025
Q4 		$940K Buy
3,548
+587
+20% +$146K 0.02% 301
2025
Q3 		$702K Sell
2,961
-354
-11% -$89.3K 0.02% 361
2025
Q2 		$904K Sell
3,315
-1,197
-27% -$320K 0.02% 301
2025
Q1 		$1.21M Buy
4,512
+39
+0.9% +$12.1K 0.03% 222
2024
Q4 		$1.5M Buy
4,473
+1,712
+62% +$546K 0.03% 205
2024
Q3 		$756K Sell
2,761
-247
-8% -$63.3K 0.02% 274
2024
Q2 		$773K Buy
3,008
+248
+9% +$66.4K 0.01% 267
2024
Q1 		$831K Buy
2,760
+213
+8% +$61.5K 0.02% 260
2023
Q4 		$670K Sell
2,547
-17
-0.7% -$3.85K 0.01% 222
2023
Q3 		$520K Sell
2,564
-2,165
-46% -$468K 0.01% 236
2023
Q2 		$999K Buy
4,729
+409
+9% +$83.5K 0.02% 199
2023
Q1 		$863K Buy
4,320
+1,204
+39% +$203K 0.02% 193
2022
Q4 		$413K Sell
3,116
-109
-3% -$15.9K 0.01% 237
2022
Q3 		$464K Sell
3,225
-312
-9% -$52.9K 0.02% 220
2022
Q2 		$584K Buy
3,537
+812
+30% +$143K 0.02% 204
2022
Q1 		$579K Buy
2,725
+1,176
+76% +$253K 0.02% 216
2021
Q4 		$393K Buy
1,549
+4
+0.3% +$1.12K 0.02% 255
2021
Q3 		$419K Sell
1,545
-12
-0.8% -$3.05K 0.02% 231
2021
Q2 		$380K Sell
1,557
-279
-15% -$64.3K 0.02% 227
2021
Q1 		$388K Sell
1,836
-61
-3% -$13.6K 0.02% 237
2020
Q4 		$422K Buy
1,897
+747
+65% +$182K 0.02% 223
2020
Q3 		$289K Buy
+1,150
New +$252K 0.02% 261
2020
Q2 		– Sell
-14,921
Closed -$2.15M – 397
2020
Q1 		$2.15M Buy
14,921
+2,305
+18% +$395K 0.26% 88
2019
Q4 		$2.05M Sell
12,616
-15,472
-55% -$2.43M 0.2% 107
2019
Q3 		$4.17M Sell
28,088
-1,628
-5% -$247K 0.5% 58
2019
Q2 		$4.51M Buy
29,716
+363
+1% +$56.9K 0.49% 49
2019
Q1 		$4.65M Buy
29,353
+14,083
+92% +$2.18M 0.52% 48
2018
Q4 		$2.09M Sell
15,270
-6,261
-29% -$861K 0.25% 101
2018
Q3 		$3.42M Buy
21,531
+673
+3% +$99.9K 0.38% 67
2018
Q2 		$2.85M Buy
20,858
+9,440
+83% +$1.2M 0.35% 77
2018
Q1 		$1.33M Buy
11,418
+234
+2% +$26.9K 0.18% 142
2017
Q4 		$1.14M Buy
11,184
+4,580
+69% +$467K 0.15% 150
2017
Q3 		$617K Sell
6,604
-34
-0.5% -$3.13K 0.08% 202
2017
Q2 		$575K Buy
+6,638
New +$578K 0.07% 215
2016
Q3 		– Sell
-21,159
Closed -$1.68M – 476
2016
Q2 		$1.68M Sell
21,159
-8,495
-29% -$667K 0.15% 128
2016
Q1 		$2.19M Sell
29,654
-3,715
-11% -$256K 0.18% 101
2015
Q4 		$2.62M Buy
+33,369
New +$2.61M 0.19% 102
2013
Q4 		– Sell
-55,573
Closed -$2.88M – 437
2013
Q3 		$2.88M Buy
55,573
+1,485
+3% +$67.4K 0.11% 190
2013
Q2 		$2.06M Buy
+54,088
New +$2.23M 0.08% 215

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

First Citizens Bank & Trust's CRM Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its Salesforce (CRM) stake by 79% in Q2 2026, selling an estimated $2.26M and leaving 3,313 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #459.

First Citizens Bank & Trust first reported a position in CRM in Q2 2013 and has held it in 41 quarters since. The position peaked at $4.65M in Q1 2019. 450 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • First Citizens Bank & Trust held 3,313 shares of Salesforce worth $519K as of Q2 2026.
  • First Citizens Bank & Trust sold 12,832 Salesforce shares in Q2 2026, an estimated $2.26M.
  • Salesforce made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #459 holding.
  • First Citizens Bank & Trust first reported a position in Salesforce in Q2 2013 and has held it in 41 quarters since.
  • First Citizens Bank & Trust's Salesforce position peaked at $4.65M in Q1 2019.
  • 450 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.