First Community Trust’s Salesforce CRM Stock Holding History

First Community 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	$52.5K	Sell	335 -710	-68%	-$125K	0.02%	174
2026 Q1	$195K	Sell	1,045 -85	-8%	-$17.6K	0.14%	80
2025 Q4	$299K	Sell	1,130 -45	-4%	-$11.2K	0.22%	65
2025 Q3	$278K	Hold	1,175	–	–	0.22%	63
2025 Q2	$320K	Buy	1,175 +435	+59%	+$116K	0.26%	59
2025 Q1	$199K	Hold	740	–	–	0.17%	77
2024 Q4	$247K	Buy	740 +12	+2%	+$3.83K	0.18%	72
2024 Q3	$199K	Buy	728 +18	+3%	+$4.61K	0.16%	81
2024 Q2	$183K	Buy	710 +152	+27%	+$40.7K	0.16%	84
2024 Q1	$168K	Buy	558 +525	+1,591%	+$151K	0.16%	84
2023 Q4	$8.68K	Hold	33	–	–	0.01%	236
2023 Q3	$6.69K	Hold	33	–	–	0.01%	247
2023 Q2	$6.97K	Hold	33	–	–	0.01%	255
2023 Q1	$6.59K	Hold	33	–	–	0.01%	253
2022 Q4	$4K	Buy	+33	New	+$4.82K	﹤0.01%	271
2022 Q3	–	Sell	-15	Closed	-$2K	–	315
2022 Q2	$2K	Buy	+15	New	+$2.65K	﹤0.01%	340

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

First Community Trust reduced its Salesforce (CRM) stake by 68% in Q2 2026, selling an estimated $125K and leaving 335 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #174.

First Community Trust first reported a position in CRM in Q2 2022 and has held it in 16 quarters since. The position peaked at $320K in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

First Community Trust held 335 shares of Salesforce worth $52.5K as of Q2 2026.
First Community Trust sold 710 Salesforce shares in Q2 2026, an estimated $125K.
Salesforce made up 0.02% of First Community Trust's portfolio in Q2 2026, its #174 holding.
First Community Trust first reported a position in Salesforce in Q2 2022 and has held it in 16 quarters since.
First Community Trust's Salesforce position peaked at $320K in Q2 2025.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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