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Trust Asset Management’s Salesforce CRM Stock Holding History

Trust Asset Management’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 		$1.63M Sell
10,390
-247
-2% -$43.4K 0.1% 63
2026
Q1 		$1.99M Hold
10,637
– – 0.14% 48
2025
Q4 		$2.82M Sell
10,637
-396
-4% -$98.4K 0.19% 37
2025
Q3 		$2.61M Hold
11,033
– – 0.18% 36
2025
Q2 		$3.01M Hold
11,033
– – 0.22% 32
2025
Q1 		$2.96M Sell
11,033
-188
-2% -$58.5K 0.24% 27
2024
Q4 		$3.75M Hold
11,221
– – 0.29% 25
2024
Q3 		$3.07M Hold
11,221
– – 0.24% 29
2024
Q2 		$2.88M Hold
11,221
– – 0.24% 30
2024
Q1 		$3.38M Hold
11,221
– – 0.3% 27
2023
Q4 		$2.95M Sell
11,221
-366
-3% -$82.8K 0.29% 27
2023
Q3 		$2.35M Hold
11,587
– – 0.25% 28
2023
Q2 		$2.45M Hold
11,587
– – 0.25% 29
2023
Q1 		$2.31M Buy
11,587
+263
+2% +$44.4K 0.26% 31
2022
Q4 		$1.5M Hold
11,324
– – 0.19% 43
2022
Q3 		$1.63M Buy
11,324
+848
+8% +$144K 0.22% 38
2022
Q2 		$1.73M Buy
10,476
+968
+10% +$171K 0.24% 38
2022
Q1 		$2.02M Buy
9,508
+653
+7% +$141K 0.25% 38
2021
Q4 		$2.25M Hold
8,855
– – 0.28% 33
2021
Q3 		$2.4M Buy
8,855
+629
+8% +$160K 0.33% 28
2021
Q2 		$2.01M Buy
8,226
+931
+13% +$215K 0.27% 32
2021
Q1 		$1.55M Buy
7,295
+1,311
+22% +$292K 0.21% 41
2020
Q4 		$1.33M Buy
5,984
+1,430
+31% +$348K 0.2% 37
2020
Q3 		$1.15M Buy
4,554
+2,046
+82% +$448K 0.2% 28
2020
Q2 		$470K Buy
+2,508
New +$423K 0.09% 43
2018
Q3 		– Sell
-600
Closed -$82K – 68
2018
Q2 		$82K Buy
+600
New +$76.5K 0.03% 56

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Trust Asset Management's CRM Position: Q2 2026 in Review

Trust Asset Management reduced its Salesforce (CRM) stake by 2.3% in Q2 2026, selling an estimated $43.4K and leaving 10,390 shares worth $1.63M. The position accounts for 0.1% of the portfolio, ranked #63.

Trust Asset Management first reported a position in CRM in Q2 2018 and has held it in 26 quarters since. The position peaked at $3.75M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Trust Asset Management held 10,390 shares of Salesforce worth $1.63M as of Q2 2026.
  • Trust Asset Management sold 247 Salesforce shares in Q2 2026, an estimated $43.4K.
  • Salesforce made up 0.1% of Trust Asset Management's portfolio in Q2 2026, its #63 holding.
  • Trust Asset Management first reported a position in Salesforce in Q2 2018 and has held it in 26 quarters since.
  • Trust Asset Management's Salesforce position peaked at $3.75M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.