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Pioneer Trust Bank’s Salesforce CRM Stock Holding History

Pioneer Trust 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 		$3.91M Buy
24,949
+305
+1% +$53.6K 0.89% 34
2026
Q1 		$4.6M Sell
24,644
-190
-0.8% -$39.4K 1.12% 33
2025
Q4 		$6.58M Sell
24,834
-150
-0.6% -$37.3K 1.53% 27
2025
Q3 		$5.92M Buy
24,984
+565
+2% +$142K 1.39% 30
2025
Q2 		$6.66M Buy
24,419
+125
+0.5% +$33.4K 1.7% 23
2025
Q1 		$6.52M Sell
24,294
-485
-2% -$151K 1.72% 23
2024
Q4 		$8.28M Buy
24,779
+780
+3% +$249K 2.08% 17
2024
Q3 		$6.57M Buy
23,999
+2,414
+11% +$618K 1.68% 24
2024
Q2 		$5.55M Buy
21,585
+680
+3% +$182K 1.5% 31
2024
Q1 		$6.3M Buy
20,905
+1,315
+7% +$379K 1.75% 27
2023
Q4 		$5.15M Buy
19,590
+4,930
+34% +$1.12M 1.54% 29
2023
Q3 		$2.97M Sell
14,660
-1,935
-12% -$418K 0.99% 33
2023
Q2 		$3.51M Buy
16,595
+2,040
+14% +$416K 1.01% 34
2023
Q1 		$2.91M Buy
+14,555
New +$2.46M 0.86% 34

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

Pioneer Trust Bank's CRM Position: Q2 2026 in Review

Pioneer Trust Bank increased its Salesforce (CRM) stake by 1.2% in Q2 2026, buying an estimated $53.6K and bringing the position to 24,949 shares worth $3.91M. The position accounts for 0.89% of the portfolio, ranked #34.

Pioneer Trust Bank first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.28M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pioneer Trust Bank held 24,949 shares of Salesforce worth $3.91M as of Q2 2026.
  • Pioneer Trust Bank bought 305 Salesforce shares in Q2 2026, an estimated $53.6K.
  • Salesforce made up 0.89% of Pioneer Trust Bank's portfolio in Q2 2026, its #34 holding.
  • Pioneer Trust Bank first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Pioneer Trust Bank's Salesforce position peaked at $8.28M in Q4 2024.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pioneer Trust Bank's 13F filing for Q2 2026, filed 23 Jul 2026.