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Missouri Trust & Investment Company’s Salesforce CRM Stock Holding History

Missouri Trust & Investment 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 		$2.28M Buy
12,397
+1,768
+17% +$311K 0.62% 36
2026
Q1 		$1.98M Buy
10,629
+540
+5% +$112K 0.58% 36
2025
Q4 		$2.67M Sell
10,089
-21
-0.2% -$5.22K 0.78% 25
2025
Q3 		$2.4M Buy
10,110
+412
+4% +$104K 0.71% 26
2025
Q2 		$2.64M Buy
9,698
+213
+2% +$56.9K 0.86% 25
2025
Q1 		$2.55M Buy
9,485
+113
+1% +$35.1K 0.89% 21
2024
Q4 		$3.13M Buy
9,372
+96
+1% +$30.6K 1.1% 13
2024
Q3 		$2.54M Buy
9,276
+739
+9% +$189K 0.89% 18
2024
Q2 		$2.19M Sell
8,537
-70
-0.8% -$18.7K 0.83% 20
2024
Q1 		$2.59M Sell
8,607
-315
-4% -$90.9K 1% 15
2023
Q4 		$2.35M Buy
8,922
+913
+11% +$207K 0.95% 16
2023
Q3 		$1.62M Buy
8,009
+1,172
+17% +$253K 0.73% 23
2023
Q2 		$1.44M Sell
6,837
-69
-1% -$14.1K 0.81% 29
2023
Q1 		$1.38M Sell
6,906
-462
-6% -$78K 0.89% 27
2022
Q4 		$977K Sell
7,368
-1,793
-20% -$262K 0.59% 39
2022
Q3 		$1.32M Buy
9,161
+372
+4% +$63.1K 0.86% 24
2022
Q2 		$1.45M Buy
8,789
+775
+10% +$137K 0.95% 23
2022
Q1 		$1.7M Buy
8,014
+1,072
+15% +$231K 1% 20
2021
Q4 		$1.76M Buy
+6,942
New +$1.95M 1.02% 18

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

Missouri Trust & Investment Company's CRM Position: Q2 2026 in Review

Missouri Trust & Investment Company increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $311K and bringing the position to 12,397 shares worth $2.28M. The position accounts for 0.62% of the portfolio, ranked #36.

Missouri Trust & Investment Company first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.13M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Missouri Trust & Investment Company held 12,397 shares of Salesforce worth $2.28M as of Q2 2026.
  • Missouri Trust & Investment Company bought 1,768 Salesforce shares in Q2 2026, an estimated $311K.
  • Salesforce made up 0.62% of Missouri Trust & Investment Company's portfolio in Q2 2026, its #36 holding.
  • Missouri Trust & Investment Company first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Missouri Trust & Investment Company's Salesforce position peaked at $3.13M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.