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First National Trust’s Salesforce CRM Stock Holding History

First National 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 		$972K Sell
6,205
-1,214
-16% -$213K 0.03% 232
2026
Q1 		$1.38M Sell
7,419
-10,265
-58% -$2.13M 0.05% 225
2025
Q4 		$4.68M Sell
17,684
-6,936
-28% -$1.72M 0.16% 125
2025
Q3 		$5.83M Sell
24,620
-2,035
-8% -$513K 0.2% 108
2025
Q2 		$7.27M Sell
26,655
-350
-1% -$93.6K 0.27% 84
2025
Q1 		$7.25M Buy
27,005
+32
+0.1% +$9.95K 0.29% 86
2024
Q4 		$9.02M Sell
26,973
-4,158
-13% -$1.33M 0.34% 69
2024
Q3 		$8.52M Buy
31,131
+316
+1% +$80.9K 0.33% 72
2024
Q2 		$7.92M Sell
30,815
-1,099
-3% -$294K 0.33% 72
2024
Q1 		$9.61M Sell
31,914
-11
-0% -$3.17K 0.39% 63
2023
Q4 		$8.4M Sell
31,925
-4,434
-12% -$1M 0.37% 72
2023
Q3 		$7.37M Buy
36,359
+178
+0.5% +$38.5K 0.35% 77
2023
Q2 		$7.64M Sell
36,181
-25
-0.1% -$5.1K 0.35% 78
2023
Q1 		$7.23M Sell
36,206
-1,397
-4% -$236K 0.38% 77
2022
Q4 		$4.99M Buy
37,603
+32
+0.1% +$4.67K 0.26% 97
2022
Q3 		$5.4M Buy
37,571
+760
+2% +$129K 0.32% 87
2022
Q2 		$6.08M Sell
36,811
-564
-2% -$99.7K 0.34% 86
2022
Q1 		$7.93M Buy
37,375
+760
+2% +$164K 0.41% 80
2021
Q4 		$9.3M Sell
36,615
-6,529
-15% -$1.83M 0.49% 62
2021
Q3 		$11.7M Buy
43,144
+1,276
+3% +$324K 0.7% 41
2021
Q2 		$10.2M Buy
41,868
+1,497
+4% +$345K 0.62% 49
2021
Q1 		$8.55M Buy
40,371
+2,175
+6% +$484K 0.56% 56
2020
Q4 		$8.5M Buy
38,196
+2,337
+7% +$568K 0.59% 52
2020
Q3 		$9.01M Buy
35,859
+2,717
+8% +$595K 0.7% 42
2020
Q2 		$6.21M Buy
33,142
+2,074
+7% +$349K 0.52% 57
2020
Q1 		$4.47M Buy
31,068
+1,626
+6% +$279K 0.45% 67
2019
Q4 		$4.79M Buy
29,442
+1,293
+5% +$203K 0.39% 78
2019
Q3 		$4.18M Buy
28,149
+4,087
+17% +$621K 0.38% 82
2019
Q2 		$3.65M Buy
24,062
+11,488
+91% +$1.8M 0.34% 89
2019
Q1 		$1.99M Buy
+12,574
New +$1.95M 0.2% 125

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

First National Trust reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $213K and leaving 6,205 shares worth $972K. The position accounts for 0.03% of the portfolio, ranked #232.

First National Trust first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.7M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • First National Trust held 6,205 shares of Salesforce worth $972K as of Q2 2026.
  • First National Trust sold 1,214 Salesforce shares in Q2 2026, an estimated $213K.
  • Salesforce made up 0.03% of First National Trust's portfolio in Q2 2026, its #232 holding.
  • First National Trust first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • First National Trust's Salesforce position peaked at $11.7M in Q3 2021.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.