Kentucky Trust Company’s Salesforce CRM Stock Holding History

Kentucky Trust Company’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	$1.15M	Sell	7,332 -150	-2%	-$26.4K	0.55%	52
2026 Q1	$1.4M	Buy	7,482 +97	+1%	+$20.1K	0.73%	45
2025 Q4	$1.96M	Buy	7,385 +15	+0.2%	+$3.73K	1.04%	31
2025 Q3	$1.75M	Buy	7,370 +35	+0.5%	+$8.83K	0.95%	32
2025 Q2	$2M	Buy	7,335 +20	+0.3%	+$5.35K	1.15%	30
2025 Q1	$1.96M	Sell	7,315 -95	-1%	-$29.5K	1.17%	28
2024 Q4	$2.48M	Buy	+7,410	New	+$2.36M	1.46%	17

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Kentucky Trust Company's CRM Position: Q2 2026 in Review

Kentucky Trust Company reduced its Salesforce (CRM) stake by 2% in Q2 2026, selling an estimated $26.4K and leaving 7,332 shares worth $1.15M. The position accounts for 0.55% of the portfolio, ranked #52.

Kentucky Trust Company first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Kentucky Trust Company held 7,332 shares of Salesforce worth $1.15M as of Q2 2026.
Kentucky Trust Company sold 150 Salesforce shares in Q2 2026, an estimated $26.4K.
Salesforce made up 0.55% of Kentucky Trust Company's portfolio in Q2 2026, its #52 holding.
Kentucky Trust Company first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Kentucky Trust Company's Salesforce position peaked at $2.48M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kentucky Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.