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Montecito Bank & Trust’s Salesforce CRM Stock Holding History

Montecito Bank & Trust’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
Q3 		$236K Sell
1,028
-730
-42% -$151K 0.04% 255
2026
Q2 		$275K Sell
1,758
-1,611
-48% -$283K 0.04% 243
2026
Q1 		$629K Sell
3,369
-273
-7% -$56.6K 0.1% 173
2025
Q4 		$965K Sell
3,642
-1,119
-24% -$278K 0.15% 135
2025
Q3 		$1.13M Buy
+4,761
New +$1.2M 0.18% 127
2025
Q1 		$1.2M Buy
4,473
+203
+5% +$63.1K 0.21% 113
2024
Q4 		$1.43M Buy
4,270
+477
+13% +$152K 0.25% 89
2024
Q3 		$1.04M Buy
3,793
+1,998
+111% +$512K 0.18% 133
2024
Q2 		$461K Sell
1,795
-209
-10% -$55.9K 0.09% 191
2024
Q1 		$604K Buy
2,004
+732
+58% +$211K 0.12% 160
2023
Q4 		$335K Buy
1,272
+50
+4% +$11.3K 0.07% 208
2023
Q3 		$248K Buy
+1,222
New +$264K 0.06% 219

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Montecito Bank & Trust's CRM Position: Q3 2026 in Review

Montecito Bank & Trust reduced its Salesforce (CRM) stake by 42% in Q3 2026, selling an estimated $151K and leaving 1,028 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #255.

Montecito Bank & Trust first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Montecito Bank & Trust held 1,028 shares of Salesforce worth $236K as of Q3 2026.
  • Montecito Bank & Trust sold 730 Salesforce shares in Q3 2026, an estimated $151K.
  • Salesforce made up 0.04% of Montecito Bank & Trust's portfolio in Q3 2026, its #255 holding.
  • Montecito Bank & Trust first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Montecito Bank & Trust's Salesforce position peaked at $1.43M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.