Kennebec Savings Bank’s Salesforce CRM Stock Holding History

Kennebec 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	$589K	Buy	3,760 +105	+3%	+$18.5K	0.47%	67
2026 Q1	$682K	Buy	3,655 +276	+8%	+$57.2K	0.61%	56
2025 Q4	$895K	Sell	3,379 -130	-4%	-$32.3K	0.77%	39
2025 Q3	$832K	Buy	3,509 +121	+4%	+$30.5K	0.76%	39
2025 Q2	$924K	Buy	3,388 +190	+6%	+$50.8K	0.91%	36
2025 Q1	$858K	Buy	3,198 +136	+4%	+$42.3K	0.91%	34
2024 Q4	$977K	Sell	3,062 -99	-3%	-$31.6K	0.98%	33
2024 Q3	$865K	Buy	+3,161	New	+$810K	0.86%	37

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Kennebec Savings Bank increased its Salesforce (CRM) stake by 2.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 3,760 shares worth $589K. The position accounts for 0.47% of the portfolio, ranked #67.

Kennebec Savings Bank first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $977K in Q4 2024. 836 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Kennebec Savings Bank held 3,760 shares of Salesforce worth $589K as of Q2 2026.
Kennebec Savings Bank bought 105 Salesforce shares in Q2 2026, an estimated $18.5K.
Salesforce made up 0.47% of Kennebec Savings Bank's portfolio in Q2 2026, its #67 holding.
Kennebec Savings Bank first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
Kennebec Savings Bank's Salesforce position peaked at $977K in Q4 2024.
836 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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