Tompkins Financial’s Salesforce CRM Stock Holding History

Tompkins Financial’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	–	Sell	-550	Closed	-$103K	–	561
2026 Q1	$103K	Hold	550	–	–	0.01%	259
2025 Q4	$146K	Sell	550 -21	-4%	-$5.22K	0.01%	221
2025 Q3	$135K	Hold	571	–	–	0.01%	224
2025 Q2	$156K	Hold	571	–	–	0.01%	207
2025 Q1	$153K	Hold	571	–	–	0.01%	210
2024 Q4	$191K	Hold	571	–	–	0.02%	189
2024 Q3	$156K	Hold	571	–	–	0.02%	220
2024 Q2	$147K	Hold	571	–	–	0.02%	229
2024 Q1	$172K	Hold	571	–	–	0.02%	215
2023 Q4	$150K	Hold	571	–	–	0.02%	228
2023 Q3	$116K	Hold	571	–	–	0.02%	228
2023 Q2	$121K	Hold	571	–	–	0.02%	232
2023 Q1	$114K	Sell	571 -1,090	-66%	-$184K	0.02%	243
2022 Q4	$221K	Hold	1,661	–	–	0.03%	165
2022 Q3	$239K	Sell	1,661 -45	-3%	-$7.63K	0.04%	156
2022 Q2	$281K	Buy	1,706 +292	+21%	+$51.6K	0.05%	153
2022 Q1	$301K	Buy	1,414 +271	+24%	+$58.3K	0.04%	158
2021 Q4	$290K	Sell	1,143 -103	-8%	-$28.9K	0.05%	119
2021 Q3	$338K	Buy	+1,246	New	+$316K	0.06%	110
2021 Q1	$338K	Hold	1,593	–	–	0.06%	113
2020 Q4	$354K	Sell	1,593 -77	-5%	-$18.7K	0.06%	111
2020 Q3	$419K	Sell	1,670 -7	-0.4%	-$1.53K	0.08%	111
2020 Q2	$314K	Sell	1,677 -118	-7%	-$19.9K	0.07%	122
2020 Q1	$258K	Sell	1,795 -16	-0.9%	-$2.74K	0.06%	134
2019 Q4	$294K	Sell	1,811 -120	-6%	-$18.8K	0.05%	147
2019 Q3	$286K	Hold	1,931	–	–	0.06%	142
2019 Q2	$293K	Hold	1,931	–	–	0.06%	141
2019 Q1	$306K	Hold	1,931	–	–	0.06%	142
2018 Q4	$265K	Sell	1,931 -25	-1%	-$3.44K	0.06%	146
2018 Q3	$311K	Sell	1,956 -73	-4%	-$10.8K	0.06%	147
2018 Q2	$277K	Sell	2,029 -135	-6%	-$17.2K	0.06%	154
2018 Q1	$251K	Hold	2,164	–	–	0.06%	162
2017 Q4	$222K	Hold	2,164	–	–	0.05%	156
2017 Q3	$202K	Hold	2,164	–	–	0.05%	159
2017 Q2	$187K	Hold	2,164	–	–	0.05%	159
2017 Q1	$179K	Sell	2,164 -556	-20%	-$44.4K	0.05%	160
2016 Q4	$187K	Buy	2,720 +690	+34%	+$50.1K	0.05%	150
2016 Q3	$145K	Sell	2,030 -118	-5%	-$9.2K	0.04%	152
2016 Q2	$171K	Hold	2,148	–	–	0.05%	162
2016 Q1	$159K	Sell	2,148 -763	-26%	-$52.5K	0.05%	162
2015 Q4	$228K	Buy	2,911 +89	+3%	+$6.95K	0.07%	153
2015 Q3	$196K	Hold	2,822	–	–	0.06%	156
2015 Q2	$197K	Sell	2,822 -209	-7%	-$14.9K	0.05%	163
2015 Q1	$203K	Buy	3,031 +592	+24%	+$36.7K	0.05%	162
2014 Q4	$145K	Buy	2,439 +1,022	+72%	+$60.3K	0.04%	170
2014 Q3	$82K	Hold	1,417	–	–	0.02%	207
2014 Q2	$82K	Buy	+1,417	New	+$76.5K	0.02%	215
2013 Q3	–	Sell	-456	Closed	-$17K	–	476
2013 Q2	$17K	Buy	+456	New	+$18.8K	0.01%	367

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Tompkins Financial's CRM Position: Q2 2026 in Review

Tompkins Financial sold out of Salesforce (CRM) in Q2 2026, closing a stake of 550 shares — an estimated $103K sold.

Tompkins Financial first reported a position in CRM in Q2 2013 and held it in 48 quarters. The position peaked at $419K in Q3 2020. 374 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Tompkins Financial reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Tompkins Financial sold 550 Salesforce shares in Q2 2026, an estimated $103K.
Tompkins Financial first reported a position in Salesforce in Q2 2013 and held it in 48 quarters.
Tompkins Financial's Salesforce position peaked at $419K in Q3 2020.
374 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.