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Trust Company’s Salesforce CRM Stock Holding History

Trust 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 		$1.07M Buy
6,837
+957
+16% +$168K 0.1% 66
2026
Q1 		$1.1M Buy
5,880
+148
+3% +$30.7K 0.1% 76
2025
Q4 		$1.52M Buy
5,732
+407
+8% +$101K 0.14% 65
2025
Q3 		$1.26M Buy
5,325
+5,287
+13,913% +$1.33M 0.13% 58
2025
Q2 		$10.4K Sell
38
-60
-61% -$16K ﹤0.01% 316
2025
Q1 		$26.3K Buy
98
+38
+63% +$11.8K ﹤0.01% 271
2024
Q4 		$20.1K Hold
60
– – ﹤0.01% 283
2024
Q3 		$16.4K Hold
60
– – ﹤0.01% 268
2024
Q2 		$15.4K Hold
60
– – ﹤0.01% 266
2024
Q1 		$18.1K Hold
60
– – ﹤0.01% 259
2023
Q4 		$15.8K Hold
60
– – ﹤0.01% 253
2023
Q3 		$12.2K Hold
60
– – ﹤0.01% 259
2023
Q2 		$12.7K Hold
60
– – ﹤0.01% 261
2023
Q1 		$12K Hold
60
– – ﹤0.01% 252
2022
Q4 		$8K Hold
60
– – ﹤0.01% 265
2022
Q3 		$9K Sell
60
-111
-65% -$18.8K ﹤0.01% 259
2022
Q2 		$28K Hold
171
– – 0.01% 218
2022
Q1 		$36K Hold
171
– – 0.01% 213
2021
Q4 		$43K Hold
171
– – 0.01% 183
2021
Q3 		$46K Hold
171
– – 0.01% 176
2021
Q2 		$42K Hold
171
– – 0.03% 174
2021
Q1 		$36K Hold
171
– – 0.03% 186
2020
Q4 		$38K Sell
171
-56
-25% -$13.6K 0.03% 173
2020
Q3 		$57K Sell
227
-26
-10% -$5.69K 0.05% 159
2020
Q2 		$47K Sell
253
-470
-65% -$79.2K 0.04% 159
2020
Q1 		$104K Hold
723
– – 0.11% 104
2019
Q4 		$118K Hold
723
– – 0.1% 110
2019
Q3 		$107K Sell
723
-224
-24% -$34K 0.1% 108
2019
Q2 		$144K Sell
947
-19,238
-95% -$3.01M 0.13% 96
2019
Q1 		$3.2M Sell
20,185
-9,733
-33% -$1.51M 1.86% 16
2018
Q4 		$4.1M Sell
29,918
-7,636
-20% -$1.05M 2.28% 20
2018
Q3 		$5.97M Buy
37,554
+1,554
+4% +$231K 2.7% 15
2018
Q2 		$4.91M Buy
+36,000
New +$4.59M 2.25% 19

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
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
Handelsbanken Fonder
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Trust Company's CRM Position: Q2 2026 in Review

Trust Company increased its Salesforce (CRM) stake by 16% in Q2 2026, buying an estimated $168K and bringing the position to 6,837 shares worth $1.07M. The position accounts for 0.1% of the portfolio, ranked #66.

Trust Company first reported a position in CRM in Q2 2018 and has held it in 33 quarters since. The position peaked at $5.97M in Q3 2018. 528 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Trust Company held 6,837 shares of Salesforce worth $1.07M as of Q2 2026.
  • Trust Company bought 957 Salesforce shares in Q2 2026, an estimated $168K.
  • Salesforce made up 0.1% of Trust Company's portfolio in Q2 2026, its #66 holding.
  • Trust Company first reported a position in Salesforce in Q2 2018 and has held it in 33 quarters since.
  • Trust Company's Salesforce position peaked at $5.97M in Q3 2018.
  • 528 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.