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Mechanics Bank - Trust Department’s Salesforce CRM Stock Holding History

Mechanics Bank - Trust Department’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
Q1 		– Sell
-1,290
Closed -$342K – 205
2025
Q4 		$342K Sell
1,290
-3
-0.2% -$746 0.04% 168
2025
Q3 		$306K Sell
1,293
-44
-3% -$11.1K 0.04% 181
2025
Q2 		$365K Sell
1,337
-122
-8% -$32.6K 0.05% 177
2025
Q1 		$392K Hold
1,459
– – 0.05% 174
2024
Q4 		$488K Buy
+1,459
New +$466K 0.07% 161
2024
Q2 		– Sell
-765
Closed -$230K – 199
2024
Q1 		$230K Buy
+765
New +$221K 0.03% 179

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Mechanics Bank - Trust Department's CRM Position: Q1 2026 in Review

Mechanics Bank - Trust Department sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,290 shares — an estimated $342K sold.

Mechanics Bank - Trust Department first reported a position in CRM in Q1 2024 and held it in 6 quarters. The position peaked at $488K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Mechanics Bank - Trust Department reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 1,290 Salesforce shares in Q1 2026, an estimated $342K.
  • Mechanics Bank - Trust Department first reported a position in Salesforce in Q1 2024 and held it in 6 quarters.
  • Mechanics Bank - Trust Department's Salesforce position peaked at $488K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q1 2026, filed 9 Apr 2026.