FUBT
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First United Bank & Trust’s Salesforce CRM Stock Holding History

First United 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 		$73.2K Sell
467
-290
-38% -$51K 0.02% 217
2026
Q1 		$141K Sell
757
-2,779
-79% -$576K 0.05% 165
2025
Q4 		$937K Sell
3,536
-1,165
-25% -$290K 0.3% 73
2025
Q3 		$1.11M Buy
4,701
+51
+1% +$12.9K 0.36% 66
2025
Q2 		$1.27M Buy
4,650
+175
+4% +$46.8K 0.44% 59
2025
Q1 		$1.2M Sell
4,475
-64
-1% -$19.9K 0.45% 58
2024
Q4 		$1.52M Buy
4,539
+75
+2% +$23.9K 0.55% 53
2024
Q3 		$1.22M Sell
4,464
-113
-2% -$28.9K 0.44% 61
2024
Q2 		$1.18M Buy
4,577
+45
+1% +$12K 0.44% 64
2024
Q1 		$1.36M Buy
4,532
+10
+0.2% +$2.88K 0.51% 58
2023
Q4 		$1.19M Buy
4,522
+340
+8% +$76.9K 0.48% 60
2023
Q3 		$848K Buy
4,182
+95
+2% +$20.5K 0.39% 70
2023
Q2 		$863K Sell
4,087
-40
-1% -$8.16K 0.38% 71
2023
Q1 		$824K Sell
4,127
-215
-5% -$36.3K 0.39% 73
2022
Q4 		$576K Sell
4,342
-491
-10% -$71.6K 0.28% 85
2022
Q3 		$695K Sell
4,833
-145
-3% -$24.6K 0.35% 74
2022
Q2 		$822K Sell
4,978
-234
-4% -$41.3K 0.38% 73
2022
Q1 		$1.11M Sell
5,212
-270
-5% -$58.1K 0.44% 63
2021
Q4 		$1.39M Buy
5,482
+25
+0.5% +$7.03K 0.51% 61
2021
Q3 		$1.48M Buy
5,457
+170
+3% +$43.2K 0.6% 51
2021
Q2 		$1.29M Sell
5,287
-342
-6% -$78.8K 0.54% 55
2021
Q1 		$1.19M Buy
5,629
+670
+14% +$149K 0.51% 61
2020
Q4 		$1.1M Buy
4,959
+77
+2% +$18.7K 0.53% 60
2020
Q3 		$1.23M Sell
4,882
-10
-0.2% -$2.19K 0.69% 51
2020
Q2 		$916K Sell
4,892
-50
-1% -$8.43K 0.54% 64
2020
Q1 		$712K Buy
4,942
+1,183
+31% +$203K 0.51% 67
2019
Q4 		$611K Buy
3,759
+159
+4% +$24.9K 0.35% 81
2019
Q3 		$534K Buy
3,600
+90
+3% +$13.7K 0.34% 86
2019
Q2 		$533K Buy
3,510
+435
+14% +$68.2K 0.31% 85
2019
Q1 		$487K Buy
3,075
+1,190
+63% +$184K 0.3% 86
2018
Q4 		$258K Buy
+1,885
New +$259K 0.18% 104

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

First United Bank & Trust reduced its Salesforce (CRM) stake by 38% in Q2 2026, selling an estimated $51K and leaving 467 shares worth $73.2K. The position accounts for 0.02% of the portfolio, ranked #217.

First United Bank & Trust first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.52M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • First United Bank & Trust held 467 shares of Salesforce worth $73.2K as of Q2 2026.
  • First United Bank & Trust sold 290 Salesforce shares in Q2 2026, an estimated $51K.
  • Salesforce made up 0.02% of First United Bank & Trust's portfolio in Q2 2026, its #217 holding.
  • First United Bank & Trust first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • First United Bank & Trust's Salesforce position peaked at $1.52M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.