SMBT
CRM icon

Southern Michigan Bank & Trust’s Salesforce CRM Stock Holding History

Southern Michigan Bank & 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 		$134K Hold
857
– – 0.05% 119
2026
Q1 		$160K Buy
+857
New +$178K 0.06% 99

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Southern Michigan Bank & Trust's CRM Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Salesforce (CRM) position steady in Q2 2026 at 857 shares worth $134K. The position accounts for 0.05% of the portfolio, ranked #119.

Southern Michigan Bank & Trust first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $160K in Q1 2026. 2,371 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Southern Michigan Bank & Trust held 857 shares of Salesforce worth $134K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.05% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #119 holding.
  • Southern Michigan Bank & Trust first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Salesforce position peaked at $160K in Q1 2026.
  • 2,371 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.