Union Savings Bank’s Salesforce CRM Stock Holding History

Union Savings 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	$22.4K	Sell	143 -35	-20%	-$6.16K	0.01%	236
2026 Q1	$33.2K	Hold	178	–	–	0.01%	217
2025 Q4	$47.2K	Buy	+178	New	+$44.2K	0.02%	211
2025 Q2	$71.6K	Hold	277	–	–	0.03%	197
2025 Q1	$74.3K	Buy	277 +122	+79%	+$37.9K	0.04%	203
2024 Q4	$51.8K	Hold	155	–	–	0.03%	213
2024 Q3	$42.4K	Hold	155	–	–	0.02%	228
2024 Q2	$39.8K	Buy	155 +35	+29%	+$9.37K	0.02%	226
2024 Q1	$36.1K	Hold	120	–	–	0.02%	231
2023 Q4	$31.6K	Hold	120	–	–	0.02%	239
2023 Q3	$24.3K	Hold	120	–	–	0.02%	246
2023 Q2	$27K	Buy	+120	New	+$24.5K	0.02%	237

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Union Savings Bank's CRM Position: Q2 2026 in Review

Union Savings Bank reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $6.16K and leaving 143 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #236.

Union Savings Bank first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $74.3K in Q1 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Union Savings Bank held 143 shares of Salesforce worth $22.4K as of Q2 2026.
Union Savings Bank sold 35 Salesforce shares in Q2 2026, an estimated $6.16K.
Salesforce made up 0.01% of Union Savings Bank's portfolio in Q2 2026, its #236 holding.
Union Savings Bank first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Salesforce position peaked at $74.3K in Q1 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.