Trust Company of Vermont’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $21.2M | Buy |
80,197
+7,845
| +11% | +$1.95M | 0.89% | 30 |
|
|
2025
Q3 | $17.1M | Buy |
72,352
+17,158
| +31% | +$4.33M | 0.75% | 38 |
|
|
2025
Q2 | $15.1M | Buy |
55,194
+8,539
| +18% | +$2.28M | 0.71% | 45 |
|
|
2025
Q1 | $12.5M | Buy |
46,655
+2,647
| +6% | +$823K | 0.63% | 48 |
|
|
2024
Q4 | $14.7M | Buy |
44,008
+6,433
| +17% | +$2.05M | 0.71% | 40 |
|
|
2024
Q3 | $10.3M | Buy |
37,575
+452
| +1% | +$116K | 0.52% | 60 |
|
|
2024
Q2 | $9.54M | Buy |
37,123
+1,087
| +3% | +$291K | 0.52% | 57 |
|
|
2024
Q1 | $10.9M | Sell |
36,036
-54
| -0.1% | -$15.6K | 0.6% | 51 |
|
|
2023
Q4 | $9.5M | Buy |
36,090
+175
| +0.5% | +$39.6K | 0.63% | 53 |
|
|
2023
Q3 | $7.28M | Buy |
35,915
+379
| +1% | +$81.9K | 0.49% | 59 |
|
|
2023
Q2 | $7.51M | Buy |
35,536
+2,186
| +7% | +$446K | 0.49% | 61 |
|
|
2023
Q1 | $6.66M | Sell |
33,350
-1,274
| -4% | -$215K | 0.47% | 65 |
|
|
2022
Q4 | $4.59M | Sell |
34,624
-3,573
| -9% | -$521K | 0.34% | 88 |
|
|
2022
Q3 | $5.49M | Buy |
38,197
+1,987
| +5% | +$337K | 0.43% | 69 |
|
|
2022
Q2 | $5.98M | Sell |
36,210
-511
| -1% | -$90.3K | 0.46% | 69 |
|
|
2022
Q1 | $7.8M | Buy |
36,721
+2,232
| +6% | +$480K | 0.53% | 58 |
|
|
2021
Q4 | $8.77M | Buy |
34,489
+528
| +2% | +$148K | 0.55% | 55 |
|
|
2021
Q3 | $9.21M | Buy |
33,961
+1,244
| +4% | +$316K | 0.65% | 47 |
|
|
2021
Q2 | $7.99M | Buy |
32,717
+1,594
| +5% | +$367K | 0.56% | 58 |
|
|
2021
Q1 | $6.59M | Buy |
31,123
+624
| +2% | +$139K | 0.49% | 63 |
|
|
2020
Q4 | $6.79M | Buy |
30,499
+3,027
| +11% | +$736K | 0.54% | 59 |
|
|
2020
Q3 | $6.9M | Buy |
27,472
+419
| +2% | +$91.7K | 0.63% | 50 |
|
|
2020
Q2 | $5.07M | Sell |
27,053
-7,838
| -22% | -$1.32M | 0.5% | 64 |
|
|
2020
Q1 | $5.02M | Buy |
34,891
+488
| +1% | +$83.7K | 0.47% | 69 |
|
|
2019
Q4 | $5.6M | Sell |
34,403
-588
| -2% | -$92.2K | 0.42% | 76 |
|
|
2019
Q3 | $5.19M | Buy |
34,991
+3,059
| +10% | +$465K | 0.42% | 75 |
|
|
2019
Q2 | $4.84M | Buy |
31,932
+1,401
| +5% | +$220K | 0.4% | 78 |
|
|
2019
Q1 | $4.83M | Buy |
30,531
+2,075
| +7% | +$322K | 0.42% | 76 |
|
|
2018
Q4 | $3.9M | Sell |
28,456
-1,432
| -5% | -$197K | 0.38% | 76 |
|
|
2018
Q3 | $4.75M | Buy |
29,888
+3,299
| +12% | +$490K | 0.4% | 76 |
|
|
2018
Q2 | $3.63M | Buy |
26,589
+3,148
| +13% | +$402K | 0.33% | 84 |
|
|
2018
Q1 | $2.73M | Buy |
23,441
+1,745
| +8% | +$200K | 0.26% | 102 |
|
|
2017
Q4 | $2.22M | Buy |
21,696
+3,569
| +20% | +$364K | 0.21% | 113 |
|
|
2017
Q3 | $1.69M | Buy |
18,127
+7,611
| +72% | +$700K | 0.17% | 126 |
|
|
2017
Q2 | $910K | Buy |
10,516
+5,273
| +101% | +$459K | 0.09% | 166 |
|
|
2017
Q1 | $432K | Buy |
5,243
+582
| +12% | +$46.5K | 0.05% | 227 |
|
|
2016
Q4 | $319K | Buy |
4,661
+499
| +12% | +$36.2K | 0.04% | 255 |
|
|
2016
Q3 | $297K | Buy |
4,162
+2,226
| +115% | +$174K | 0.04% | 222 |
|
|
2016
Q2 | $154K | Buy |
1,936
+1,071
| +124% | +$84.1K | 0.02% | 277 |
|
|
2016
Q1 | $64K | Hold |
865
| – | – | 0.01% | 364 |
|
|
2015
Q4 | $68K | Buy |
865
+50
| +6% | +$3.9K | 0.01% | 359 |
|
|
2015
Q3 | $57K | Buy |
815
+305
| +60% | +$21.6K | 0.01% | 374 |
|
|
2015
Q2 | $36K | Buy |
510
+100
| +24% | +$7.12K | 0.01% | 450 |
|
|
2015
Q1 | $27K | Buy |
410
+200
| +95% | +$12.4K | ﹤0.01% | 491 |
|
|
2014
Q4 | $12K | Buy |
+210
| New | +$12.4K | ﹤0.01% | 612 |
|
|
2014
Q2 | – | Sell |
-650
| Closed | -$37K | – | 735 |
|
|
2014
Q1 | $37K | Buy |
650
+125
| +24% | +$7.47K | 0.01% | 408 |
|
|
2013
Q4 | $29K | Buy |
+525
| New | +$28.1K | ﹤0.01% | 432 |
|
Other funds holding CRM
JSC
Trust Company of Vermont's CRM Position: Q4 2025 in Review
Trust Company of Vermont increased its Salesforce (CRM) stake by 11% in Q4 2025, buying an estimated $1.95M and bringing the position to 80,197 shares worth $21.2M. The position accounts for 0.89% of the portfolio, ranked #30.
Trust Company of Vermont first reported a position in CRM in Q4 2013 and has held it in 47 quarters since. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.
- Trust Company of Vermont held 80,197 shares of Salesforce worth $21.2M as of Q4 2025.
- Trust Company of Vermont bought 7,845 Salesforce shares in Q4 2025, an estimated $1.95M.
- Salesforce made up 0.89% of Trust Company of Vermont's portfolio in Q4 2025, its #30 holding.
- Trust Company of Vermont first reported a position in Salesforce in Q4 2013 and has held it in 47 quarters since.
- 2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.
Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.