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Greenfield Savings Bank’s Salesforce CRM Stock Holding History

Greenfield Savings 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 		$222K Sell
1,419
-1,189
-46% -$209K 0.08% 142
2026
Q1 		$487K Buy
2,608
+177
+7% +$36.7K 0.21% 107
2025
Q4 		$644K Buy
2,431
+150
+7% +$37.3K 0.27% 90
2025
Q3 		$541K Buy
2,281
+314
+16% +$79.2K 0.23% 101
2025
Q2 		$536K Buy
1,967
+334
+20% +$89.3K 0.24% 100
2025
Q1 		$438K Buy
1,633
+239
+17% +$74.3K 0.22% 104
2024
Q4 		$466K Buy
1,394
+11
+0.8% +$3.51K 0.22% 103
2024
Q3 		$379K Buy
+1,383
New +$354K 0.18% 117

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Greenfield Savings Bank's CRM Position: Q2 2026 in Review

Greenfield Savings Bank reduced its Salesforce (CRM) stake by 46% in Q2 2026, selling an estimated $209K and leaving 1,419 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #142.

Greenfield Savings Bank first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $644K in Q4 2025. 1,211 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Greenfield Savings Bank held 1,419 shares of Salesforce worth $222K as of Q2 2026.
  • Greenfield Savings Bank sold 1,189 Salesforce shares in Q2 2026, an estimated $209K.
  • Salesforce made up 0.08% of Greenfield Savings Bank's portfolio in Q2 2026, its #142 holding.
  • Greenfield Savings Bank first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Greenfield Savings Bank's Salesforce position peaked at $644K in Q4 2025.
  • 1,211 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.