Grove Bank & Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $967K | Sell |
6,173
-191
| -3% | -$33.6K | 0.1% | 117 |
|
|
2026
Q1 | $1.19M | Buy |
6,364
+471
| +8% | +$97.6K | 0.13% | 98 |
|
|
2025
Q4 | $1.56M | Buy |
5,893
+2,275
| +63% | +$565K | 0.18% | 82 |
|
|
2025
Q3 | $857K | Sell |
3,618
-220
| -6% | -$55.5K | 0.1% | 124 |
|
|
2025
Q2 | $1.05M | Sell |
3,838
-34
| -0.9% | -$9.09K | 0.13% | 105 |
|
|
2025
Q1 | $1.04M | Buy |
3,872
+1,244
| +47% | +$387K | 0.14% | 102 |
|
|
2024
Q4 | $879K | Sell |
2,628
-265
| -9% | -$84.6K | 0.12% | 109 |
|
|
2024
Q3 | $792K | Sell |
2,893
-10,423
| -78% | -$2.67M | 0.12% | 114 |
|
|
2024
Q2 | $3.42M | Buy |
13,316
+378
| +3% | +$101K | 0.55% | 37 |
|
|
2024
Q1 | $3.9M | Buy |
12,938
+685
| +6% | +$198K | 0.66% | 35 |
|
|
2023
Q4 | $3.22M | Buy |
12,253
+493
| +4% | +$112K | 0.59% | 39 |
|
|
2023
Q3 | $2.38M | Buy |
11,760
+1,301
| +12% | +$281K | 0.49% | 47 |
|
|
2023
Q2 | $2.21M | Sell |
10,459
-1,571
| -13% | -$321K | 0.45% | 47 |
|
|
2023
Q1 | $2.4M | Sell |
12,030
-101
| -0.8% | -$17.1K | 0.51% | 39 |
|
|
2022
Q4 | $1.61M | Buy |
12,131
+1,493
| +14% | +$218K | 0.35% | 60 |
|
|
2022
Q3 | $1.53M | Buy |
10,638
+110
| +1% | +$18.7K | 0.38% | 57 |
|
|
2022
Q2 | $1.74M | Sell |
10,528
-626
| -6% | -$111K | 0.42% | 56 |
|
|
2022
Q1 | $2.37M | Hold |
11,154
| – | – | 0.47% | 51 |
|
|
2021
Q4 | $2.83M | Buy |
11,154
+682
| +7% | +$192K | 0.54% | 42 |
|
|
2021
Q3 | $2.84M | Buy |
10,472
+438
| +4% | +$111K | 0.6% | 40 |
|
|
2021
Q2 | $2.45M | Sell |
10,034
-43
| -0.4% | -$9.91K | 0.53% | 41 |
|
|
2021
Q1 | $2.13M | Buy |
10,077
+1,136
| +13% | +$253K | 0.5% | 47 |
|
|
2020
Q4 | $1.99M | Buy |
8,941
+318
| +4% | +$77.3K | 0.52% | 46 |
|
|
2020
Q3 | $2.17M | Buy |
8,623
+537
| +7% | +$118K | 0.66% | 35 |
|
|
2020
Q2 | $1.51M | Buy |
8,086
+1,285
| +19% | +$217K | 0.5% | 51 |
|
|
2020
Q1 | $979K | Buy |
6,801
+743
| +12% | +$127K | 0.39% | 70 |
|
|
2019
Q4 | $985K | Buy |
6,058
+531
| +10% | +$83.2K | 0.3% | 84 |
|
|
2019
Q3 | $820K | Buy |
5,527
+815
| +17% | +$124K | 0.26% | 91 |
|
|
2019
Q2 | $715K | Buy |
4,712
+96
| +2% | +$15K | 0.26% | 89 |
|
|
2019
Q1 | $731K | Buy |
4,616
+427
| +10% | +$66.2K | 0.28% | 88 |
|
|
2018
Q4 | $574K | Buy |
4,189
+86
| +2% | +$11.8K | 0.27% | 92 |
|
|
2018
Q3 | $653K | Sell |
4,103
-12
| -0.3% | -$1.78K | 0.27% | 89 |
|
|
2018
Q2 | $561K | Sell |
4,115
-70
| -2% | -$8.93K | 0.24% | 100 |
|
|
2018
Q1 | $487K | Sell |
4,185
-20
| -0.5% | -$2.3K | 0.22% | 108 |
|
|
2017
Q4 | $430K | Buy |
4,205
+220
| +6% | +$22.4K | 0.19% | 119 |
|
|
2017
Q3 | $372K | Sell |
3,985
-796
| -17% | -$73.2K | 0.18% | 117 |
|
|
2017
Q2 | $414K | Buy |
4,781
+1,754
| +58% | +$153K | 0.26% | 93 |
|
|
2017
Q1 | $250K | Sell |
3,027
-1,316
| -30% | -$105K | 0.21% | 85 |
|
|
2016
Q4 | $297K | Buy |
4,343
+1,423
| +49% | +$103K | 0.23% | 80 |
|
|
2016
Q3 | $208K | Buy |
2,920
+900
| +45% | +$70.2K | 0.18% | 96 |
|
|
2016
Q2 | $160K | Buy |
2,020
+100
| +5% | +$7.85K | 0.14% | 102 |
|
|
2016
Q1 | $142K | Sell |
1,920
-1,630
| -46% | -$112K | 0.13% | 105 |
|
|
2015
Q4 | $278K | Buy |
+3,550
| New | +$277K | 0.25% | 76 |
|
Other funds holding CRM
Grove Bank & Trust's CRM Position: Q2 2026 in Review
Grove Bank & Trust reduced its Salesforce (CRM) stake by 3% in Q2 2026, selling an estimated $33.6K and leaving 6,173 shares worth $967K. The position accounts for 0.1% of the portfolio, ranked #117.
Grove Bank & Trust first reported a position in CRM in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.9M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Grove Bank & Trust held 6,173 shares of Salesforce worth $967K as of Q2 2026.
- Grove Bank & Trust sold 191 Salesforce shares in Q2 2026, an estimated $33.6K.
- Salesforce made up 0.1% of Grove Bank & Trust's portfolio in Q2 2026, its #117 holding.
- Grove Bank & Trust first reported a position in Salesforce in Q4 2015 and has held it in 43 quarters since.
- Grove Bank & Trust's Salesforce position peaked at $3.9M in Q1 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.