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Laird Norton Wetherby Trust Company’s Salesforce CRM Stock Holding History

Laird Norton Wetherby 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 		$5.44M Sell
34,617
-8,203
-19% -$1.44M 0.1% 147
2026
Q1 		$7.99M Sell
42,820
-2,495
-6% -$517K 0.17% 83
2025
Q4 		$12M Buy
+45,315
New +$11.3M 0.25% 62
2022
Q2 		– Sell
-1,102
Closed -$233K – 134
2022
Q1 		$233K Buy
+1,102
New +$237K 0.02% 171

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Laird Norton Wetherby Trust Company's CRM Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $1.44M and leaving 34,617 shares worth $5.44M. The position accounts for 0.1% of the portfolio, ranked #147.

Laird Norton Wetherby Trust Company first reported a position in CRM in Q1 2022 and has held it in 4 quarters since. The position peaked at $12M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 34,617 shares of Salesforce worth $5.44M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 8,203 Salesforce shares in Q2 2026, an estimated $1.44M.
  • Salesforce made up 0.1% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #147 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Salesforce in Q1 2022 and has held it in 4 quarters since.
  • Laird Norton Wetherby Trust Company's Salesforce position peaked at $12M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.