Old Point Trust & Financial Services N A’s Salesforce CRM Stock Holding History

Old Point Trust & Financial Services N A’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	$879K	Buy	5,611 +240	+4%	+$42.2K	0.27%	82
2026 Q1	$1M	Sell	5,371 -136	-2%	-$28.2K	0.32%	68
2025 Q4	$1.46M	Buy	5,507 +335	+6%	+$83.3K	0.45%	58
2025 Q3	$1.23M	Buy	5,172 +1,050	+25%	+$265K	0.4%	57
2025 Q2	$1.12M	Buy	4,122 +490	+13%	+$131K	0.39%	56
2025 Q1	$975K	Sell	3,632 -140	-4%	-$43.5K	0.34%	61
2024 Q4	$1.26M	Buy	3,772 +50	+1%	+$16K	0.44%	50
2024 Q3	$1.02M	Buy	3,722 +120	+3%	+$30.7K	0.37%	57
2024 Q2	$926K	Buy	3,602 +1,449	+67%	+$388K	0.36%	57
2024 Q1	$648K	Buy	2,153 +1,575	+272%	+$454K	0.24%	68
2023 Q4	$152K	Buy	+578	New	+$131K	0.06%	102
2023 Q3	–	Sell	-107	Closed	-$22.6K	–	128
2023 Q2	$22.6K	Buy	+107	New	+$21.8K	0.01%	157

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Old Point Trust & Financial Services N A's CRM Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its Salesforce (CRM) stake by 4.5% in Q2 2026, buying an estimated $42.2K and bringing the position to 5,611 shares worth $879K. The position accounts for 0.27% of the portfolio, ranked #82.

Old Point Trust & Financial Services N A first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Old Point Trust & Financial Services N A held 5,611 shares of Salesforce worth $879K as of Q2 2026.
Old Point Trust & Financial Services N A bought 240 Salesforce shares in Q2 2026, an estimated $42.2K.
Salesforce made up 0.27% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #82 holding.
Old Point Trust & Financial Services N A first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
Old Point Trust & Financial Services N A's Salesforce position peaked at $1.46M in Q4 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.