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United Community Bank’s Salesforce CRM Stock Holding History

United Community 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 		$132K Sell
843
-1,165
-58% -$205K 0.04% 246
2026
Q1 		$375K Sell
2,008
-895
-31% -$185K 0.13% 127
2025
Q4 		$769K Sell
2,903
-1,421
-33% -$353K 0.29% 74
2025
Q3 		$1.02M Buy
4,324
+545
+14% +$137K 0.32% 74
2025
Q2 		$1.03M Buy
3,779
+326
+9% +$87.2K 0.35% 74
2025
Q1 		$927K Buy
3,453
+413
+14% +$128K 0.35% 71
2024
Q4 		$1.02M Buy
3,040
+165
+6% +$52.7K 0.4% 68
2024
Q3 		$787K Buy
2,875
+404
+16% +$103K 0.31% 86
2024
Q2 		$635K Buy
2,471
+1,141
+86% +$305K 0.26% 92
2024
Q1 		$401K Buy
1,330
+315
+31% +$90.9K 0.16% 112
2023
Q4 		$267K Buy
1,015
+165
+19% +$37.3K 0.11% 147
2023
Q3 		$172K Buy
850
+10
+1% +$2.16K 0.08% 166
2023
Q2 		$177K Buy
+840
New +$171K 0.16% 90
2023
Q1 		– Sell
-374
Closed -$49.6K – 235
2022
Q4 		$49.6K Buy
+374
New +$54.6K 0.05% 175
2022
Q1 		– Sell
-50
Closed -$12.7K – 248
2021
Q4 		$12.7K Buy
+50
New +$14K 0.01% 223

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

United Community Bank's CRM Position: Q2 2026 in Review

United Community Bank reduced its Salesforce (CRM) stake by 58% in Q2 2026, selling an estimated $205K and leaving 843 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #246.

United Community Bank first reported a position in CRM in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.03M in Q2 2025. 2,484 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • United Community Bank held 843 shares of Salesforce worth $132K as of Q2 2026.
  • United Community Bank sold 1,165 Salesforce shares in Q2 2026, an estimated $205K.
  • Salesforce made up 0.04% of United Community Bank's portfolio in Q2 2026, its #246 holding.
  • United Community Bank first reported a position in Salesforce in Q4 2021 and has held it in 15 quarters since.
  • United Community Bank's Salesforce position peaked at $1.03M in Q2 2025.
  • 2,484 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.