Tower Trust & Investment Company’s Salesforce CRM Stock Holding History

Tower Trust & Investment 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	$873K	Buy	5,573 +96	+2%	+$16.9K	0.53%	44
2026 Q1	$1.02M	Buy	5,477 +33	+0.6%	+$6.84K	0.67%	37
2025 Q4	$1.44M	Buy	5,444 +44	+0.8%	+$10.9K	0.91%	21
2025 Q3	$1.28M	Sell	5,400 -338	-6%	-$85.2K	0.86%	23
2025 Q2	$1.56M	Buy	5,738 +19	+0.3%	+$5.08K	1.11%	17
2025 Q1	$1.54M	Buy	+5,719	New	+$1.78M	1.24%	17

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Tower Trust & Investment Company's CRM Position: Q2 2026 in Review

Tower Trust & Investment Company increased its Salesforce (CRM) stake by 1.8% in Q2 2026, buying an estimated $16.9K and bringing the position to 5,573 shares worth $873K. The position accounts for 0.53% of the portfolio, ranked #44.

Tower Trust & Investment Company first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.56M in Q2 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Tower Trust & Investment Company held 5,573 shares of Salesforce worth $873K as of Q2 2026.
Tower Trust & Investment Company bought 96 Salesforce shares in Q2 2026, an estimated $16.9K.
Salesforce made up 0.53% of Tower Trust & Investment Company's portfolio in Q2 2026, its #44 holding.
Tower Trust & Investment Company first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
Tower Trust & Investment Company's Salesforce position peaked at $1.56M in Q2 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.