Trust Company’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 | $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
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. 2,479 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.
- 2,479 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.