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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
Q2 		$3.82M Sell
24,406
-447
-2% -$78.6K 0.19% 91
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 $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

Spinnaker Trust's CRM Position: Q2 2026 in Review

Spinnaker Trust reduced its Salesforce (CRM) stake by 1.8% in Q2 2026, selling an estimated $78.6K and leaving 24,406 shares worth $3.82M. The position accounts for 0.19% of the portfolio, ranked #91.

Spinnaker Trust first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.27M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Spinnaker Trust held 24,406 shares of Salesforce worth $3.82M as of Q2 2026.
  • Spinnaker Trust sold 447 Salesforce shares in Q2 2026, an estimated $78.6K.
  • Salesforce made up 0.19% of Spinnaker Trust's portfolio in Q2 2026, its #91 holding.
  • Spinnaker Trust first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Spinnaker Trust's Salesforce position peaked at $8.27M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Spinnaker Trust's 13F filing for Q2 2026, filed 3 Aug 2026.