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WhitTier Trust Company’s Salesforce CRM Stock Holding History

WhitTier 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 		$2.25M Sell
13,259
-2,172
-14% -$382K 0.04% 226
2026
Q1 		$2.86M Sell
15,431
-1,018
-6% -$211K 0.06% 203
2025
Q4 		$4.32M Sell
16,449
-1,665
-9% -$414K 0.09% 170
2025
Q3 		$4.35M Sell
18,114
-1,337
-7% -$337K 0.09% 164
2025
Q2 		$5.3M Sell
19,451
-37,593
-66% -$10.1M 0.12% 152
2025
Q1 		$15.3M Buy
57,044
+2,056
+4% +$639K 0.39% 60
2024
Q4 		$18.4M Buy
54,988
+7,289
+15% +$2.33M 0.45% 51
2024
Q3 		$13.1M Buy
47,699
+410
+0.9% +$105K 0.34% 66
2024
Q2 		$12.2M Buy
47,289
+439
+0.9% +$117K 0.34% 66
2024
Q1 		$14.1M Buy
46,850
+2,066
+5% +$596K 0.4% 62
2023
Q4 		$11.8M Sell
44,784
-53
-0.1% -$12K 0.38% 62
2023
Q3 		$9.09M Sell
44,837
-670
-1% -$145K 0.32% 74
2023
Q2 		$9.61M Buy
45,507
+11,631
+34% +$2.37M 0.33% 74
2023
Q1 		$6.77M Sell
33,876
-199
-0.6% -$33.6K 0.25% 96
2022
Q4 		$4.52M Buy
34,075
+10
+0% +$1.46K 0.18% 125
2022
Q3 		$4.9M Sell
34,065
-1,176
-3% -$199K 0.21% 112
2022
Q2 		$5.82M Buy
35,241
+1,224
+4% +$216K 0.24% 98
2022
Q1 		$7.22M Buy
34,017
+2,697
+9% +$580K 0.26% 90
2021
Q4 		$7.96M Buy
31,320
+877
+3% +$246K 0.29% 79
2021
Q3 		$8.26M Buy
30,443
+259
+0.9% +$65.8K 0.34% 74
2021
Q2 		$7.37M Buy
30,184
+1,995
+7% +$460K 0.31% 79
2021
Q1 		$5.97M Buy
28,189
+5,754
+26% +$1.28M 0.27% 90
2020
Q4 		$4.99M Buy
22,435
+584
+3% +$142K 0.25% 97
2020
Q3 		$5.49M Sell
21,851
-73
-0.3% -$16K 0.32% 78
2020
Q2 		$4.11M Sell
21,924
-1,146
-5% -$193K 0.26% 94
2020
Q1 		$3.32M Buy
23,070
+564
+3% +$96.7K 0.26% 92
2019
Q4 		$3.66M Sell
22,506
-7,037
-24% -$1.1M 0.23% 101
2019
Q3 		$4.39M Buy
29,543
+630
+2% +$95.7K 0.31% 90
2019
Q2 		$4.39M Buy
28,913
+872
+3% +$137K 0.31% 89
2019
Q1 		$4.44M Buy
28,041
+3,540
+14% +$549K 0.33% 85
2018
Q4 		$3.36M Sell
24,501
-815
-3% -$112K 0.28% 96
2018
Q3 		$4.03M Buy
25,316
+531
+2% +$78.8K 0.29% 90
2018
Q2 		$3.38M Buy
24,785
+514
+2% +$65.6K 0.27% 97
2018
Q1 		$2.82M Buy
24,271
+1,215
+5% +$140K 0.23% 108
2017
Q4 		$2.36M Buy
23,056
+1,230
+6% +$125K 0.2% 116
2017
Q3 		$2.04M Buy
21,826
+375
+2% +$34.5K 0.19% 121
2017
Q2 		$1.86M Buy
21,451
+359
+2% +$31.3K 0.18% 131
2017
Q1 		$1.74M Buy
21,092
+895
+4% +$71.5K 0.17% 132
2016
Q4 		$1.38M Buy
20,197
+314
+2% +$22.8K 0.15% 143
2016
Q3 		$1.42M Sell
19,883
-1,072
-5% -$83.6K 0.16% 135
2016
Q2 		$1.66M Buy
20,955
+18
+0.1% +$1.41K 0.19% 120
2016
Q1 		$1.54M Sell
20,937
-841
-4% -$57.9K 0.18% 128
2015
Q4 		$1.71M Buy
21,778
+375
+2% +$29.3K 0.2% 121
2015
Q3 		$1.49M Buy
21,403
+1,105
+5% +$78.3K 0.18% 124
2015
Q2 		$1.41M Buy
20,298
+18
+0.1% +$1.28K 0.16% 137
2015
Q1 		$1.35M Buy
20,280
+354
+2% +$22K 0.15% 145
2014
Q4 		$1.18M Buy
19,926
+291
+1% +$17.2K 0.13% 160
2014
Q3 		$1.13M Sell
19,635
-28
-0.1% -$1.58K 0.13% 159
2014
Q2 		$1.14M Buy
19,663
+3,810
+24% +$206K 0.13% 163
2014
Q1 		$905K Buy
15,853
+15,693
+9,808% +$938K 0.11% 182
2013
Q4 		$9K Hold
160
– – ﹤0.01% 785
2013
Q3 		$8K Hold
160
– – ﹤0.01% 781
2013
Q2 		$6K Buy
+160
New +$6.6K ﹤0.01% 797

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WhitTier Trust Company's CRM Position: Q2 2026 in Review

WhitTier Trust Company reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $382K and leaving 13,259 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #226.

WhitTier Trust Company first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.4M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WhitTier Trust Company held 13,259 shares of Salesforce worth $2.25M as of Q2 2026.
  • WhitTier Trust Company sold 2,172 Salesforce shares in Q2 2026, an estimated $382K.
  • Salesforce made up 0.04% of WhitTier Trust Company's portfolio in Q2 2026, its #226 holding.
  • WhitTier Trust Company first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's Salesforce position peaked at $18.4M in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.