MCB
CRM icon

Morton Community Bank’s Salesforce CRM Stock Holding History

Morton Community Bank’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 		$2.49M Buy
15,917
+635
+4% +$112K 0.51% 86
2026
Q1 		$2.85M Buy
15,282
+377
+3% +$78.1K 0.62% 85
2025
Q4 		$3.16M Buy
14,905
+1,230
+9% +$306K 0.68% 78
2025
Q3 		$3.56M Buy
13,675
+2,678
+24% +$675K 0.82% 61
2025
Q2 		$3M Buy
+10,997
New +$2.94M 0.75% 75

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

Morton Community Bank's CRM Position: Q2 2026 in Review

Morton Community Bank increased its Salesforce (CRM) stake by 4.2% in Q2 2026, buying an estimated $112K and bringing the position to 15,917 shares worth $2.49M. The position accounts for 0.51% of the portfolio, ranked #86.

Morton Community Bank first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.56M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Morton Community Bank held 15,917 shares of Salesforce worth $2.49M as of Q2 2026.
  • Morton Community Bank bought 635 Salesforce shares in Q2 2026, an estimated $112K.
  • Salesforce made up 0.51% of Morton Community Bank's portfolio in Q2 2026, its #86 holding.
  • Morton Community Bank first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Morton Community Bank's Salesforce position peaked at $3.56M in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.