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Spinnaker Trust’s Salesforce CRM Stock Holding History

Spinnaker 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
Q1 		$4.64M Buy
24,853
+272
+1% +$56.4K 0.26% 75
2025
Q4 		$6.51M Sell
24,581
-121
-0.5% -$30.1K 0.35% 65
2025
Q3 		$5.85M Buy
24,702
+46
+0.2% +$11.6K 0.32% 69
2025
Q2 		$6.72M Buy
24,656
+168
+0.7% +$44.9K 0.4% 58
2025
Q1 		$6.57M Sell
24,488
-234
-0.9% -$72.8K 0.43% 56
2024
Q4 		$8.27M Buy
24,722
+41
+0.2% +$13.1K 0.52% 43
2024
Q3 		$6.76M Sell
24,681
-874
-3% -$224K 0.42% 58
2024
Q2 		$6.57M Buy
25,555
+277
+1% +$74.1K 0.42% 59
2024
Q1 		$7.61M Sell
25,278
-4,429
-15% -$1.28M 0.49% 51
2023
Q4 		$7.82M Buy
29,707
+1,054
+4% +$239K 0.53% 42
2023
Q3 		$5.81M Sell
28,653
-2,369
-8% -$512K 0.44% 60
2023
Q2 		$6.55M Sell
31,022
-59
-0.2% -$12K 0.48% 53
2023
Q1 		$6.21M Buy
31,081
+6,964
+29% +$1.18M 0.47% 55
2022
Q4 		$3.2M Buy
24,117
+22,132
+1,115% +$3.23M 0.25% 84
2022
Q3 		$286K Sell
1,985
-21,617
-92% -$3.67M 0.02% 224
2022
Q2 		$3.9M Sell
23,602
-275
-1% -$48.6K 0.3% 79
2022
Q1 		$5.07M Buy
23,877
+6,337
+36% +$1.36M 0.34% 68
2021
Q4 		$4.46M Sell
17,540
-1,585
-8% -$445K 0.29% 75
2021
Q3 		$5.19M Buy
19,125
+541
+3% +$137K 0.36% 64
2021
Q2 		$4.54M Buy
18,584
+642
+4% +$148K 0.32% 68
2021
Q1 		$3.8M Buy
17,942
+1,160
+7% +$258K 0.29% 70
2020
Q4 		$3.73M Buy
+16,782
New +$4.08M 0.3% 71

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Spinnaker Trust's CRM Position: Q1 2026 in Review

Spinnaker Trust increased its Salesforce (CRM) stake by 1.1% in Q1 2026, buying an estimated $56.4K and bringing the position to 24,853 shares worth $4.64M. The position accounts for 0.26% of the portfolio, ranked #75.

Spinnaker Trust first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.27M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Spinnaker Trust held 24,853 shares of Salesforce worth $4.64M as of Q1 2026.
  • Spinnaker Trust bought 272 Salesforce shares in Q1 2026, an estimated $56.4K.
  • Salesforce made up 0.26% of Spinnaker Trust's portfolio in Q1 2026, its #75 holding.
  • Spinnaker Trust first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Spinnaker Trust's Salesforce position peaked at $8.27M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.