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Rockland Trust’s Salesforce CRM Stock Holding History

Rockland Trust’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 		$877K Sell
5,600
-4,268
-43% -$751K 0.03% 164
2026
Q1 		$1.84M Sell
9,868
-2,395
-20% -$496K 0.07% 111
2025
Q4 		$3.25M Sell
12,263
-803
-6% -$200K 0.13% 94
2025
Q3 		$3.1M Buy
13,066
+12,017
+1,146% +$3.03M 0.13% 99
2025
Q2 		$286K Buy
+1,049
New +$280K 0.01% 222
2025
Q1 		– Sell
-599
Closed -$200K – 279
2024
Q4 		$200K Buy
+599
New +$191K 0.01% 274
2022
Q4 		– Sell
-1,550
Closed -$223K – 293
2022
Q3 		$223K Buy
1,550
+100
+7% +$17K 0.02% 259
2022
Q2 		$240K Sell
1,450
-122
-8% -$21.6K 0.02% 259
2022
Q1 		$334K Sell
1,572
-70
-4% -$15.1K 0.02% 258
2021
Q4 		$417K Sell
1,642
-10
-0.6% -$2.81K 0.03% 222
2021
Q3 		$448K Buy
1,652
+20
+1% +$5.08K 0.03% 209
2021
Q2 		$399K Hold
1,632
– – 0.03% 210
2021
Q1 		$345K Buy
1,632
+86
+6% +$19.1K 0.02% 217
2020
Q4 		$344K Sell
1,546
-63
-4% -$15.3K 0.03% 211
2020
Q3 		$404K Buy
1,609
+233
+17% +$51K 0.03% 192
2020
Q2 		$258K Sell
1,376
-119
-8% -$20.1K 0.02% 210
2020
Q1 		$215K Sell
1,495
-50
-3% -$8.57K 0.02% 225
2019
Q4 		$252K Buy
+1,545
New +$242K 0.02% 240

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Rockland Trust's CRM Position: Q2 2026 in Review

Rockland Trust reduced its Salesforce (CRM) stake by 43% in Q2 2026, selling an estimated $751K and leaving 5,600 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #164.

Rockland Trust first reported a position in CRM in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.25M in Q4 2025. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rockland Trust held 5,600 shares of Salesforce worth $877K as of Q2 2026.
  • Rockland Trust sold 4,268 Salesforce shares in Q2 2026, an estimated $751K.
  • Salesforce made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #164 holding.
  • Rockland Trust first reported a position in Salesforce in Q4 2019 and has held it in 18 quarters since.
  • Rockland Trust's Salesforce position peaked at $3.25M in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.