First County Bank’s Salesforce CRM Stock Holding History

First County Bank’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	$1.56M	Sell	9,931 -223	-2%	-$39.2K	0.73%	39
2026 Q1	$1.9M	Buy	10,154 +5,073	+100%	+$1.05M	1.01%	26
2025 Q4	$1.35M	Sell	5,081 -2,835	-36%	-$705K	0.7%	42
2025 Q3	$1.88M	Buy	7,916 +234	+3%	+$59K	0.96%	27
2025 Q2	$2.09M	Sell	7,682 -1,063	-12%	-$284K	1.13%	23
2025 Q1	$2.35M	Buy	8,745 +3,878	+80%	+$1.21M	1.3%	17
2024 Q4	$1.63M	Sell	4,867 -1,159	-19%	-$370K	0.91%	27
2024 Q3	$1.65M	Sell	6,026 -256	-4%	-$65.6K	0.81%	31
2024 Q2	$1.62M	Sell	6,282 -407	-6%	-$109K	0.83%	32
2024 Q1	$2.01M	Sell	6,689 -355	-5%	-$102K	0.98%	26
2023 Q4	$1.85M	Buy	7,044 +71	+1%	+$16.1K	0.9%	32
2023 Q3	$1.41M	Buy	6,973 +480	+7%	+$104K	0.74%	42
2023 Q2	$1.37M	Buy	6,493 +329	+5%	+$67.2K	0.67%	51
2023 Q1	$1.23M	Buy	6,164 +1,059	+21%	+$179K	0.6%	52
2022 Q4	$677K	Buy	+5,105	New	+$745K	0.32%	92

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

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

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

First County Bank's CRM Position: Q2 2026 in Review

First County Bank reduced its Salesforce (CRM) stake by 2.2% in Q2 2026, selling an estimated $39.2K and leaving 9,931 shares worth $1.56M. The position accounts for 0.73% of the portfolio, ranked #39.

First County Bank first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q1 2025. 511 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

First County Bank held 9,931 shares of Salesforce worth $1.56M as of Q2 2026.
First County Bank sold 223 Salesforce shares in Q2 2026, an estimated $39.2K.
Salesforce made up 0.73% of First County Bank's portfolio in Q2 2026, its #39 holding.
First County Bank first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
First County Bank's Salesforce position peaked at $2.35M in Q1 2025.
511 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.