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Umpqua Bank’s Salesforce CRM Stock Holding History

Umpqua Bank’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 		$1.44M Buy
9,182
+948
+12% +$167K 0.32% 71
2026
Q1 		$1.54M Sell
8,234
-182
-2% -$37.7K 0.44% 65
2025
Q4 		$2.23M Sell
8,416
-7
-0.1% -$1.74K 0.62% 42
2025
Q3 		$1.99M Buy
8,423
+111
+1% +$28K 0.56% 50
2025
Q2 		$2.27M Buy
8,312
+615
+8% +$164K 0.69% 43
2025
Q1 		$2.07M Buy
7,697
+294
+4% +$91.4K 0.71% 42
2024
Q4 		$2.4M Sell
7,403
-305
-4% -$97.3K 0.83% 32
2024
Q3 		$2.11M Buy
7,708
+34
+0.4% +$8.71K 0.77% 35
2024
Q2 		$1.97M Buy
7,674
+194
+3% +$51.9K 0.76% 33
2024
Q1 		$2.25M Buy
+7,480
New +$2.16M 0.92% 28

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Umpqua Bank's CRM Position: Q2 2026 in Review

Umpqua Bank increased its Salesforce (CRM) stake by 12% in Q2 2026, buying an estimated $167K and bringing the position to 9,182 shares worth $1.44M. The position accounts for 0.32% of the portfolio, ranked #71.

Umpqua Bank first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.4M in Q4 2024. 2,446 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Umpqua Bank held 9,182 shares of Salesforce worth $1.44M as of Q2 2026.
  • Umpqua Bank bought 948 Salesforce shares in Q2 2026, an estimated $167K.
  • Salesforce made up 0.32% of Umpqua Bank's portfolio in Q2 2026, its #71 holding.
  • Umpqua Bank first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • Umpqua Bank's Salesforce position peaked at $2.4M in Q4 2024.
  • 2,446 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.