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Sanibel Captiva Trust Company’s Salesforce CRM Stock Holding History

Sanibel Captiva 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 		$14.7M Sell
93,543
-21,141
-18% -$3.72M 0.36% 68
2026
Q1 		$21.4M Sell
114,684
-14,527
-11% -$3.01M 0.6% 46
2025
Q4 		$34.2M Buy
129,211
+5,478
+4% +$1.36M 0.95% 28
2025
Q3 		$29.3M Sell
123,733
-2,544
-2% -$642K 0.84% 28
2025
Q2 		$34.4M Sell
126,277
-898
-0.7% -$240K 1.06% 23
2025
Q1 		$34.1M Buy
127,175
+349
+0.3% +$109K 1.11% 21
2024
Q4 		$42.4M Buy
126,826
+763
+0.6% +$244K 1.36% 19
2024
Q3 		$34.5M Buy
126,063
+58
+0% +$14.9K 1.1% 20
2024
Q2 		$32.4M Buy
126,005
+5,280
+4% +$1.41M 1.11% 22
2024
Q1 		$36.4M Buy
120,725
+36
+0% +$10.4K 1.24% 17
2023
Q4 		$31.8M Buy
+120,689
New +$27.3M 1.17% 20

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

Sanibel Captiva Trust Company's CRM Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Salesforce (CRM) stake by 18% in Q2 2026, selling an estimated $3.72M and leaving 93,543 shares worth $14.7M. The position accounts for 0.36% of the portfolio, ranked #68.

Sanibel Captiva Trust Company first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $42.4M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sanibel Captiva Trust Company held 93,543 shares of Salesforce worth $14.7M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 21,141 Salesforce shares in Q2 2026, an estimated $3.72M.
  • Salesforce made up 0.36% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #68 holding.
  • Sanibel Captiva Trust Company first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Salesforce position peaked at $42.4M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.