MBT
CRM icon

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
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

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

Montecito Bank & Trust's CRM Position: Q2 2026 in Review

Montecito Bank & Trust reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $283K and leaving 1,758 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #243.

Montecito Bank & Trust first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Montecito Bank & Trust held 1,758 shares of Salesforce worth $275K as of Q2 2026.
  • Montecito Bank & Trust sold 1,611 Salesforce shares in Q2 2026, an estimated $283K.
  • Salesforce made up 0.04% of Montecito Bank & Trust's portfolio in Q2 2026, its #243 holding.
  • Montecito Bank & Trust first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
  • Montecito Bank & Trust's Salesforce position peaked at $1.43M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.