Perkins Coie Trust Company’s Salesforce CRM Stock Holding History

Perkins Coie Trust Company’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	$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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perkins Coie Trust Company's CRM Position: Q2 2026 in Review

Perkins Coie Trust Company held its Salesforce (CRM) position steady in Q2 2026 at 135 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Perkins Coie Trust Company first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $132K in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Perkins Coie Trust Company held 135 shares of Salesforce worth $21.1K as of Q2 2026.
Perkins Coie Trust Company left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #208 holding.
Perkins Coie Trust Company first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
Perkins Coie Trust Company's Salesforce position peaked at $132K in Q2 2025.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.