Perkins Coie Trust Company’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $36K | Buy |
157
+22
| +16% | +$4.54K | 0.01% | 201 |
|
|
2026
Q2 | $21.1K | Hold |
135
| – | – | ﹤0.01% | 208 |
|
|
2026
Q1 | $25.2K | Hold |
135
| – | – | ﹤0.01% | 194 |
|
|
2025
Q4 | $35.8K | Hold |
135
| – | – | 0.01% | 184 |
|
|
2025
Q3 | $32K | Sell |
135
-350
| -72% | -$88.3K | 0.01% | 184 |
|
|
2025
Q2 | $132K | Sell |
485
-2
| -0.4% | -$535 | 0.02% | 138 |
|
|
2025
Q1 | $131K | Buy |
487
+352
| +261% | +$109K | 0.03% | 133 |
|
|
2024
Q4 | $45.1K | Hold |
135
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $36.9K | Hold |
135
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $34.7K | Hold |
135
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $40.7K | Sell |
135
-29
| -18% | -$8.37K | 0.01% | 168 |
|
|
2023
Q4 | $43.2K | Sell |
164
-14
| -8% | -$3.17K | 0.01% | 163 |
|
|
2023
Q3 | $36.1K | Buy |
178
+14
| +9% | +$3.02K | 0.01% | 168 |
|
|
2023
Q2 | $34.6K | Hold |
164
| – | – | 0.01% | 139 |
|
|
2023
Q1 | $32.8K | Hold |
164
| – | – | 0.01% | 144 |
|
|
2022
Q4 | $21.7K | Sell |
164
-38
| -19% | -$5.54K | 0.01% | 158 |
|
|
2022
Q3 | $29K | Sell |
202
-72
| -26% | -$12.2K | 0.01% | 147 |
|
|
2022
Q2 | $45K | Sell |
274
-24
| -8% | -$4.24K | 0.02% | 129 |
|
|
2022
Q1 | $63K | Buy |
298
+24
| +9% | +$5.17K | 0.02% | 126 |
|
|
2021
Q4 | $70K | Sell |
274
-13
| -5% | -$3.65K | 0.02% | 125 |
|
|
2021
Q3 | $78K | Hold |
287
| – | – | 0.02% | 127 |
|
|
2021
Q2 | $70K | Sell |
287
-40
| -12% | -$9.22K | 0.02% | 137 |
|
|
2021
Q1 | $69K | Hold |
327
| – | – | 0.02% | 131 |
|
|
2020
Q4 | $73K | Hold |
327
| – | – | 0.02% | 132 |
|
|
2020
Q3 | $82K | Hold |
327
| – | – | 0.03% | 119 |
|
|
2020
Q2 | $61K | Hold |
327
| – | – | 0.03% | 135 |
|
|
2020
Q1 | $47K | Buy |
327
+8
| +3% | +$1.37K | 0.02% | 153 |
|
|
2019
Q4 | $52K | Hold |
319
| – | – | 0.02% | 170 |
|
|
2019
Q3 | $47K | Hold |
319
| – | – | 0.02% | 171 |
|
|
2019
Q2 | $48K | Hold |
319
| – | – | 0.02% | 167 |
|
|
2019
Q1 | $51K | Hold |
319
| – | – | 0.02% | 160 |
|
|
2018
Q4 | $44K | Hold |
319
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $51K | Hold |
319
| – | – | 0.02% | 166 |
|
|
2018
Q2 | $44K | Hold |
319
| – | – | 0.02% | 174 |
|
|
2018
Q1 | $37K | Hold |
319
| – | – | 0.02% | 193 |
|
|
2017
Q4 | $33K | Hold |
319
| – | – | 0.02% | 200 |
|
|
2017
Q3 | $30K | Hold |
319
| – | – | 0.02% | 205 |
|
|
2017
Q2 | $28K | Hold |
319
| – | – | 0.02% | 207 |
|
|
2017
Q1 | $26K | Hold |
319
| – | – | 0.02% | 205 |
|
|
2016
Q4 | $22K | Buy |
+319
| New | +$23.2K | 0.01% | 215 |
|
Other funds holding CRM
MJRIC
Perkins Coie Trust Company's CRM Position: Q3 2026 in Review
Perkins Coie Trust Company increased its Salesforce (CRM) stake by 16% in Q3 2026, buying an estimated $4.54K and bringing the position to 157 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #201.
Perkins Coie Trust Company first reported a position in CRM in Q4 2016 and has held it in 40 quarters since. The position peaked at $132K in Q2 2025. 335 funds tracked by Wall St. Rank hold CRM as of Q3 2026.
- Perkins Coie Trust Company held 157 shares of Salesforce worth $36K as of Q3 2026.
- Perkins Coie Trust Company bought 22 Salesforce shares in Q3 2026, an estimated $4.54K.
- Salesforce made up 0.01% of Perkins Coie Trust Company's portfolio in Q3 2026, its #201 holding.
- Perkins Coie Trust Company first reported a position in Salesforce in Q4 2016 and has held it in 40 quarters since.
- Perkins Coie Trust Company's Salesforce position peaked at $132K in Q2 2025.
- 335 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.
Based on Perkins Coie Trust Company's 13F filing for Q3 2026, filed 15 Oct 2026.