NBT Bank’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.09M | Buy |
16,527
+1,532
| +10% | +$317K | 0.2% | 110 |
|
|
2025
Q4 | $3.91M | Buy |
14,995
+426
| +3% | +$106K | 0.25% | 95 |
|
|
2025
Q3 | $3.4M | Buy |
14,569
+172
| +1% | +$43.4K | 0.22% | 106 |
|
|
2025
Q2 | $3.93M | Buy |
14,397
+35
| +0.2% | +$9.36K | 0.27% | 92 |
|
|
2025
Q1 | $3.85M | Buy |
14,362
+391
| +3% | +$122K | 0.28% | 89 |
|
|
2024
Q4 | $4.67M | Sell |
13,971
-358
| -2% | -$114K | 0.33% | 79 |
|
|
2024
Q3 | $3.92M | Sell |
14,329
-242
| -2% | -$62K | 0.26% | 94 |
|
|
2024
Q2 | $3.75M | Buy |
14,571
+473
| +3% | +$127K | 0.27% | 92 |
|
|
2024
Q1 | $4.25M | Sell |
14,098
-30
| -0.2% | -$8.66K | 0.31% | 79 |
|
|
2023
Q4 | $3.72M | Buy |
14,128
+551
| +4% | +$125K | 0.29% | 85 |
|
|
2023
Q3 | $2.75M | Sell |
13,577
-922
| -6% | -$199K | 0.26% | 83 |
|
|
2023
Q2 | $3.06M | Buy |
14,499
+12
| +0.1% | +$2.45K | 0.44% | 68 |
|
|
2023
Q1 | $2.89M | Sell |
14,487
-268
| -2% | -$45.3K | 0.42% | 68 |
|
|
2022
Q4 | $1.96M | Sell |
14,755
-723
| -5% | -$106K | 0.29% | 88 |
|
|
2022
Q3 | $2.23M | Buy |
15,478
+202
| +1% | +$34.3K | 0.36% | 74 |
|
|
2022
Q2 | $2.52M | Buy |
15,276
+147
| +1% | +$26K | 0.39% | 70 |
|
|
2022
Q1 | $3.21M | Buy |
15,129
+246
| +2% | +$52.9K | 0.43% | 64 |
|
|
2021
Q4 | $3.78M | Sell |
14,883
-185
| -1% | -$52K | 0.49% | 60 |
|
|
2021
Q3 | $4.09M | Sell |
15,068
-65
| -0.4% | -$16.5K | 0.57% | 56 |
|
|
2021
Q2 | $3.7M | Sell |
15,133
-95
| -0.6% | -$21.9K | 0.51% | 61 |
|
|
2021
Q1 | $3.23M | Buy |
15,228
+2,879
| +23% | +$641K | 0.46% | 66 |
|
|
2020
Q4 | $2.75M | Buy |
12,349
+778
| +7% | +$189K | 0.42% | 73 |
|
|
2020
Q3 | $2.91M | Buy |
11,571
+249
| +2% | +$54.5K | 0.48% | 62 |
|
|
2020
Q2 | $2.12M | Buy |
11,322
+435
| +4% | +$73.3K | 0.38% | 77 |
|
|
2020
Q1 | $1.57M | Sell |
10,887
-1,080
| -9% | -$185K | 0.32% | 88 |
|
|
2019
Q4 | $1.95M | Buy |
11,967
+216
| +2% | +$33.9K | 0.31% | 92 |
|
|
2019
Q3 | $1.75M | Sell |
11,751
-86
| -0.7% | -$13.1K | 0.31% | 91 |
|
|
2019
Q2 | $1.8M | Buy |
11,837
+305
| +3% | +$47.8K | 0.32% | 91 |
|
|
2019
Q1 | $1.83M | Buy |
11,532
+1,562
| +16% | +$242K | 0.33% | 84 |
|
|
2018
Q4 | $1.36M | Buy |
9,970
+1,467
| +17% | +$202K | 0.22% | 96 |
|
|
2018
Q3 | $1.35M | Buy |
8,503
+13
| +0.2% | +$1.93K | 0.22% | 105 |
|
|
2018
Q2 | $1.16M | Sell |
8,490
-348
| -4% | -$44.4K | 0.21% | 105 |
|
|
2018
Q1 | $1.03M | Buy |
8,838
+6,281
| +246% | +$721K | 0.17% | 117 |
|
|
2017
Q4 | $261K | Buy |
+2,557
| New | +$261K | 0.04% | 172 |
|
Other funds holding CRM
VCM
VPM
NBT Bank's CRM Position: Q1 2026 in Review
NBT Bank increased its Salesforce (CRM) stake by 10% in Q1 2026, buying an estimated $317K and bringing the position to 16,527 shares worth $3.09M. The position accounts for 0.2% of the portfolio, ranked #110.
NBT Bank first reported a position in CRM in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.67M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- NBT Bank held 16,527 shares of Salesforce worth $3.09M as of Q1 2026.
- NBT Bank bought 1,532 Salesforce shares in Q1 2026, an estimated $317K.
- Salesforce made up 0.2% of NBT Bank's portfolio in Q1 2026, its #110 holding.
- NBT Bank first reported a position in Salesforce in Q4 2017 and has held it in 34 quarters since.
- NBT Bank's Salesforce position peaked at $4.67M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.