MNBTD
CRM icon

Moody National Bank Trust Division’s Salesforce CRM Stock Holding History

Moody National Bank Trust Division’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 		$1.47M Sell
9,362
-215
-2% -$37.8K 0.12% 161
2026
Q1 		$1.79M Buy
9,577
+1,019
+12% +$211K 0.17% 113
2025
Q4 		$2.27M Sell
8,558
-2,590
-23% -$644K 0.22% 87
2025
Q3 		$2.64M Buy
11,148
+498
+5% +$126K 0.22% 95
2025
Q2 		$2.9M Buy
10,650
+435
+4% +$116K 0.27% 74
2025
Q1 		$2.74M Buy
10,215
+24
+0.2% +$7.46K 0.29% 72
2024
Q4 		$3.41M Sell
10,191
-166
-2% -$53K 0.36% 50
2024
Q3 		$2.83M Buy
10,357
+352
+4% +$90.2K 0.3% 70
2024
Q2 		$2.57M Buy
10,005
+518
+5% +$139K 0.2% 62
2024
Q1 		$2.86M Buy
9,487
+22
+0.2% +$6.35K 0.23% 54
2023
Q4 		$2.49M Sell
9,465
-10,522
-53% -$2.38M 0.19% 65
2023
Q3 		$4.05M Buy
19,987
+1,869
+10% +$404K 0.26% 53
2023
Q2 		$3.83M Buy
18,118
+142
+0.8% +$29K 0.26% 48
2023
Q1 		$3.59M Buy
17,976
+122
+0.7% +$20.6K 0.31% 49
2022
Q4 		$2.37M Sell
17,854
-319
-2% -$46.5K 0.21% 85
2022
Q3 		$2.61M Sell
18,173
-71
-0.4% -$12K 0.27% 71
2022
Q2 		$3.01M Buy
18,244
+629
+4% +$111K 0.32% 53
2022
Q1 		$3.74M Sell
17,615
-1,929
-10% -$415K 0.12% 57
2021
Q4 		$4.97M Sell
19,544
-48,267
-71% -$13.6M 0.15% 49
2021
Q3 		$18.4M Sell
67,811
-69
-0.1% -$17.5K 0.27% 34
2021
Q2 		$16.6M Sell
67,880
-490
-0.7% -$113K 0.34% 43
2021
Q1 		$14.5M Sell
68,370
-71
-0.1% -$15.8K 0.34% 52
2020
Q4 		$15.2M Hold
68,441
– – 0.39% 39
2020
Q3 		$17.2M Hold
68,441
– – 0.53% 29
2020
Q2 		$12.8M Buy
68,441
+57
+0.1% +$9.6K 0.4% 47
2020
Q1 		$9.85M Sell
68,384
-65
-0.1% -$11.1K 0.35% 50
2019
Q4 		$11.1M Buy
68,449
+5
+0% +$784 0.3% 61
2019
Q3 		$10.2M Buy
68,444
+238
+0.3% +$36.2K 0.29% 58
2019
Q2 		$10.3M Hold
68,206
– – 0.29% 57
2019
Q1 		$10.8M Buy
68,206
+424
+0.6% +$65.7K 0.3% 55
2018
Q4 		$9.28M Buy
67,782
+518
+0.8% +$71.3K 0.26% 60
2018
Q3 		$10.7M Buy
67,264
+59,344
+749% +$8.81M 0.27% 61
2018
Q2 		$1.08M Hold
7,920
– – 0.05% 63
2018
Q1 		$921K Sell
7,920
-150
-2% -$17.2K 0.05% 77
2017
Q4 		$825K Buy
8,070
+235
+3% +$23.9K 0.04% 93
2017
Q3 		$732K Sell
7,835
-1,300
-14% -$120K 0.04% 101
2017
Q2 		$791K Hold
9,135
– – 0.04% 106
2017
Q1 		$753K Hold
9,135
– – 0.04% 108
2016
Q4 		$625K Hold
9,135
– – 0.03% 119
2016
Q3 		$652K Buy
9,135
+465
+5% +$36.3K 0.04% 113
2016
Q2 		$688K Hold
8,670
– – 0.04% 108
2016
Q1 		$640K Hold
8,670
– – 0.04% 114
2015
Q4 		$680K Buy
+8,670
New +$677K 0.05% 102

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Moody National Bank Trust Division's CRM Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Salesforce (CRM) stake by 2.2% in Q2 2026, selling an estimated $37.8K and leaving 9,362 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #161.

Moody National Bank Trust Division first reported a position in CRM in Q4 2015 and has held it in 43 quarters since. The position peaked at $18.4M in Q3 2021. 987 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Moody National Bank Trust Division held 9,362 shares of Salesforce worth $1.47M as of Q2 2026.
  • Moody National Bank Trust Division sold 215 Salesforce shares in Q2 2026, an estimated $37.8K.
  • Salesforce made up 0.12% of Moody National Bank Trust Division's portfolio in Q2 2026, its #161 holding.
  • Moody National Bank Trust Division first reported a position in Salesforce in Q4 2015 and has held it in 43 quarters since.
  • Moody National Bank Trust Division's Salesforce position peaked at $18.4M in Q3 2021.
  • 987 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.