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Indiana Trust & Investment Management’s Salesforce CRM Stock Holding History

Indiana Trust & Investment Management’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 		$239K Buy
1,528
+520
+52% +$91.4K 0.07% 171
2026
Q1 		$188K Sell
1,008
-100
-9% -$20.7K 0.06% 179
2025
Q4 		$294K Buy
1,108
+250
+29% +$62.1K 0.09% 144
2025
Q3 		$203K Hold
858
– – 0.06% 169
2025
Q2 		$234K Sell
858
-300
-26% -$80.2K 0.08% 160
2025
Q1 		$311K Hold
1,158
– – 0.11% 137
2024
Q4 		$387K Hold
1,158
– – 0.13% 119
2024
Q3 		$317K Buy
1,158
+74
+7% +$19K 0.11% 135
2024
Q2 		$279K Sell
1,084
-145
-12% -$38.8K 0.1% 134
2024
Q1 		$370K Hold
1,229
– – 0.15% 111
2023
Q4 		$323K Sell
1,229
-180
-13% -$40.7K 0.15% 116
2023
Q3 		$286K Buy
1,409
+220
+19% +$47.5K 0.14% 116
2023
Q2 		$251K Hold
1,189
– – 0.13% 100
2023
Q1 		$238K Buy
+1,189
New +$201K 0.13% 100
2022
Q3 		– Sell
-1,373
Closed -$227K – 112
2022
Q2 		$227K Hold
1,373
– – 0.13% 105
2022
Q1 		$292K Sell
1,373
-111
-7% -$23.9K 0.14% 98
2021
Q4 		$377K Buy
1,484
+110
+8% +$30.9K 0.17% 88
2021
Q3 		$373K Buy
+1,374
New +$349K 0.19% 84
2020
Q4 		– Sell
-844
Closed -$212K – 115
2020
Q3 		$212K Buy
+844
New +$185K 0.13% 106

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Indiana Trust & Investment Management's CRM Position: Q2 2026 in Review

Indiana Trust & Investment Management increased its Salesforce (CRM) stake by 52% in Q2 2026, buying an estimated $91.4K and bringing the position to 1,528 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #171.

Indiana Trust & Investment Management first reported a position in CRM in Q3 2020 and has held it in 19 quarters since. The position peaked at $387K in Q4 2024. 996 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Indiana Trust & Investment Management held 1,528 shares of Salesforce worth $239K as of Q2 2026.
  • Indiana Trust & Investment Management bought 520 Salesforce shares in Q2 2026, an estimated $91.4K.
  • Salesforce made up 0.07% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #171 holding.
  • Indiana Trust & Investment Management first reported a position in Salesforce in Q3 2020 and has held it in 19 quarters since.
  • Indiana Trust & Investment Management's Salesforce position peaked at $387K in Q4 2024.
  • 996 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.