Ledyard National Bank’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 | $1.96M | Sell |
12,487
-2,344
| -16% | -$412K | 0.16% | 95 |
|
|
2026
Q1 | $2.77M | Buy |
14,831
+1,364
| +10% | +$283K | 0.24% | 76 |
|
|
2025
Q4 | $3.57M | Sell |
13,467
-1,202
| -8% | -$299K | 0.31% | 63 |
|
|
2025
Q3 | $3.48M | Sell |
14,669
-875
| -6% | -$221K | 0.31% | 65 |
|
|
2025
Q2 | $4.24M | Buy |
+15,544
| New | +$4.16M | 0.4% | 59 |
|
|
2022
Q3 | – | Sell |
-1,299
| Closed | -$214K | – | 202 |
|
|
2022
Q2 | $214K | Buy |
1,299
+15
| +1% | +$2.65K | 0.03% | 203 |
|
|
2022
Q1 | $273K | Sell |
1,284
-55
| -4% | -$11.8K | 0.03% | 199 |
|
|
2021
Q4 | $340K | Buy |
1,339
+25
| +2% | +$7.03K | 0.03% | 189 |
|
|
2021
Q3 | $356K | Hold |
1,314
| – | – | 0.04% | 185 |
|
|
2021
Q2 | $321K | Hold |
1,314
| – | – | 0.03% | 199 |
|
|
2021
Q1 | $278K | Sell |
1,314
-20
| -1% | -$4.45K | 0.03% | 206 |
|
|
2020
Q4 | $297K | Buy |
1,334
+57
| +4% | +$13.9K | 0.03% | 196 |
|
|
2020
Q3 | $321K | Buy |
1,277
+81
| +7% | +$17.7K | 0.04% | 184 |
|
|
2020
Q2 | $224K | Buy |
+1,196
| New | +$202K | 0.03% | 210 |
|
|
2020
Q1 | – | Sell |
-1,231
| Closed | -$200K | – | 232 |
|
|
2019
Q4 | $200K | Buy |
+1,231
| New | +$193K | 0.02% | 254 |
|
|
2019
Q1 | – | Sell |
-1,265
| Closed | -$173K | – | 343 |
|
|
2018
Q4 | $173K | Sell |
1,265
-25
| -2% | -$3.44K | 0.02% | 273 |
|
|
2018
Q3 | $205K | Sell |
1,290
-67
| -5% | -$9.94K | 0.02% | 275 |
|
|
2018
Q2 | $185K | Buy |
1,357
+80
| +6% | +$10.2K | 0.02% | 296 |
|
|
2018
Q1 | $149K | Hold |
1,277
| – | – | 0.02% | 326 |
|
|
2017
Q4 | $131K | Sell |
1,277
-20
| -2% | -$2.04K | 0.02% | 347 |
|
|
2017
Q3 | $121K | Buy |
1,297
+210
| +19% | +$19.3K | 0.02% | 343 |
|
|
2017
Q2 | $94K | Hold |
1,087
| – | – | 0.01% | 348 |
|
|
2017
Q1 | $90K | Hold |
1,087
| – | – | 0.01% | 353 |
|
|
2016
Q4 | $74K | Hold |
1,087
| – | – | 0.01% | 279 |
|
|
2016
Q3 | $78K | Hold |
1,087
| – | – | 0.01% | 270 |
|
|
2016
Q2 | $86K | Hold |
1,087
| – | – | 0.02% | 252 |
|
|
2016
Q1 | $80K | Hold |
1,087
| – | – | 0.01% | 274 |
|
|
2015
Q4 | $85K | Hold |
1,087
| – | – | 0.02% | 256 |
|
|
2015
Q3 | $75K | Hold |
1,087
| – | – | 0.01% | 257 |
|
|
2015
Q2 | $76K | Buy |
1,087
+90
| +9% | +$6.41K | 0.01% | 256 |
|
|
2015
Q1 | $67K | Hold |
997
| – | – | 0.01% | 262 |
|
|
2014
Q4 | $59K | Hold |
997
| – | – | 0.01% | 276 |
|
|
2014
Q3 | $57K | Hold |
997
| – | – | 0.01% | 253 |
|
|
2014
Q2 | $58K | Hold |
997
| – | – | 0.01% | 256 |
|
|
2014
Q1 | $57K | Hold |
997
| – | – | 0.01% | 250 |
|
|
2013
Q4 | $55K | Buy |
+997
| New | +$53.3K | 0.01% | 253 |
|
Other funds holding CRM
FWIA
ATO
Ledyard National Bank's CRM Position: Q2 2026 in Review
Ledyard National Bank reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $412K and leaving 12,487 shares worth $1.96M. The position accounts for 0.16% of the portfolio, ranked #95.
Ledyard National Bank first reported a position in CRM in Q4 2013 and has held it in 36 quarters since. The position peaked at $4.24M in Q2 2025. 1,098 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Ledyard National Bank held 12,487 shares of Salesforce worth $1.96M as of Q2 2026.
- Ledyard National Bank sold 2,344 Salesforce shares in Q2 2026, an estimated $412K.
- Salesforce made up 0.16% of Ledyard National Bank's portfolio in Q2 2026, its #95 holding.
- Ledyard National Bank first reported a position in Salesforce in Q4 2013 and has held it in 36 quarters since.
- Ledyard National Bank's Salesforce position peaked at $4.24M in Q2 2025.
- 1,098 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.