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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
Q3 		– Sell
-1,419
Closed -$222K – 148
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Greenfield Savings Bank's CRM Position: Q3 2026 in Review

Greenfield Savings Bank sold out of Salesforce (CRM) in Q3 2026, closing a stake of 1,419 shares — an estimated $222K sold.

Greenfield Savings Bank first reported a position in CRM in Q3 2024 and held it in 8 quarters. The position peaked at $644K in Q4 2025. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Greenfield Savings Bank reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
  • Greenfield Savings Bank sold 1,419 Salesforce shares in Q3 2026, an estimated $222K.
  • Greenfield Savings Bank first reported a position in Salesforce in Q3 2024 and held it in 8 quarters.
  • Greenfield Savings Bank's Salesforce position peaked at $644K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.