Trust Company of Toledo’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.18M | Sell |
13,935
-222
| -2% | -$39K | 0.18% | 114 |
|
|
2026
Q1 | $2.64M | Sell |
14,157
-284
| -2% | -$58.8K | 0.25% | 93 |
|
|
2025
Q4 | $3.83M | Sell |
14,441
-601
| -4% | -$149K | 0.38% | 62 |
|
|
2025
Q3 | $3.56M | Buy |
15,042
+45
| +0.3% | +$11.3K | 0.36% | 66 |
|
|
2025
Q2 | $4.09M | Buy |
14,997
+70
| +0.5% | +$18.7K | 0.45% | 55 |
|
|
2025
Q1 | $4.01M | Sell |
14,927
-15
| -0.1% | -$4.67K | 0.53% | 49 |
|
|
2024
Q4 | $5M | Buy |
14,942
+370
| +3% | +$118K | 0.66% | 38 |
|
|
2024
Q3 | $3.99M | Sell |
14,572
-253
| -2% | -$64.8K | 0.54% | 51 |
|
|
2024
Q2 | $3.81M | Buy |
14,825
+516
| +4% | +$138K | 0.55% | 47 |
|
|
2024
Q1 | $4.31M | Buy |
14,309
+591
| +4% | +$171K | 0.67% | 39 |
|
|
2023
Q4 | $3.61M | Buy |
13,718
+339
| +3% | +$76.7K | 0.62% | 41 |
|
|
2023
Q3 | $2.71M | Buy |
13,379
+530
| +4% | +$115K | 0.53% | 52 |
|
|
2023
Q2 | $2.71M | Sell |
12,849
-23
| -0.2% | -$4.7K | 0.46% | 53 |
|
|
2023
Q1 | $2.57M | Buy |
12,872
+77
| +0.6% | +$13K | 0.46% | 55 |
|
|
2022
Q4 | $1.7K | Sell |
12,795
-3,011
| -19% | -$439K | 0.32% | 74 |
|
|
2022
Q3 | $2.27M | Sell |
15,806
-927
| -6% | -$157K | 0.44% | 56 |
|
|
2022
Q2 | $2.76M | Sell |
16,733
-90
| -0.5% | -$15.9K | 0.48% | 49 |
|
|
2022
Q1 | $3.57M | Sell |
16,823
-27
| -0.2% | -$5.81K | 0.55% | 43 |
|
|
2021
Q4 | $4.28M | Sell |
16,850
-18
| -0.1% | -$5.06K | 0.64% | 39 |
|
|
2021
Q3 | $4.58M | Sell |
16,868
-316
| -2% | -$80.3K | 0.75% | 36 |
|
|
2021
Q2 | $4.2M | Buy |
17,184
+218
| +1% | +$50.2K | 0.71% | 35 |
|
|
2021
Q1 | $3.6M | Sell |
16,966
-711
| -4% | -$158K | 0.65% | 39 |
|
|
2020
Q4 | $3.93M | Buy |
17,677
+3,423
| +24% | +$832K | 0.76% | 34 |
|
|
2020
Q3 | $3.58M | Buy |
14,254
+80
| +0.6% | +$17.5K | 0.8% | 33 |
|
|
2020
Q2 | $2.65M | Buy |
14,174
+527
| +4% | +$88.8K | 0.63% | 40 |
|
|
2020
Q1 | $1.97M | Buy |
13,647
+2,115
| +18% | +$363K | 0.54% | 47 |
|
|
2019
Q4 | $1.88M | Sell |
11,532
-112
| -1% | -$17.6K | 0.44% | 60 |
|
|
2019
Q3 | $1.73M | Buy |
11,644
+138
| +1% | +$21K | 0.42% | 63 |
|
|
2019
Q2 | $1.75M | Sell |
11,506
-1,127
| -9% | -$177K | 0.44% | 59 |
|
|
2019
Q1 | $2M | Buy |
12,633
+275
| +2% | +$42.6K | 0.51% | 52 |
|
|
2018
Q4 | $1.69M | Buy |
12,358
+611
| +5% | +$84K | 0.47% | 59 |
|
|
2018
Q3 | $1.87M | Buy |
11,747
+3,170
| +37% | +$470K | 0.48% | 58 |
|
|
2018
Q2 | $1.17M | Buy |
8,577
+260
| +3% | +$33.2K | 0.31% | 81 |
|
|
2018
Q1 | $967K | Buy |
8,317
+2,324
| +39% | +$267K | 0.26% | 91 |
|
|
2017
Q4 | $613K | Buy |
5,993
+1,468
| +32% | +$150K | 0.15% | 116 |
|
|
2017
Q3 | $423K | Buy |
4,525
+225
| +5% | +$20.7K | 0.11% | 137 |
|
|
2017
Q2 | $373K | Buy |
+4,300
| New | +$374K | 0.1% | 145 |
|
Other funds holding CRM
FWIA
ATO
Trust Company of Toledo's CRM Position: Q2 2026 in Review
Trust Company of Toledo reduced its Salesforce (CRM) stake by 1.6% in Q2 2026, selling an estimated $39K and leaving 13,935 shares worth $2.18M. The position accounts for 0.18% of the portfolio, ranked #114.
Trust Company of Toledo first reported a position in CRM in Q2 2017 and has held it in 37 quarters since. The position peaked at $5M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Trust Company of Toledo held 13,935 shares of Salesforce worth $2.18M as of Q2 2026.
- Trust Company of Toledo sold 222 Salesforce shares in Q2 2026, an estimated $39K.
- Salesforce made up 0.18% of Trust Company of Toledo's portfolio in Q2 2026, its #114 holding.
- Trust Company of Toledo first reported a position in Salesforce in Q2 2017 and has held it in 37 quarters since.
- Trust Company of Toledo's Salesforce position peaked at $5M in Q4 2024.
- 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.