SEC 13F Intelligence

Florida Trust Wealth Management Co / CRM

Florida Trust Wealth Management Co’s Salesforce Inc Position

Does Florida Trust Wealth Management Co own Salesforce Inc (CRM)? Yes — 114.7K shares worth $21M (+0.60% of its 13F portfolio) as of Q1 2026, down from 129.2K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
114.7K
% of Portfolio
+0.60%
Quarters Held
10
currently held

Position History CRM

Reported value by quarter
Q4 ’23: $32MQ4 ’23Q1 ’24: $36MQ2 ’24: $32MQ2 ’24Q3 ’24: $35MQ4 ’24: $42MQ4 ’24Q1 ’25: $34MQ2 ’25: $34MQ2 ’25Q3 ’25: $29MQ4 ’25: $34MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026114.7K$21M+0.60%
Q4 2025129.2K$34M+0.95%
Q3 2025123.7K$29M+0.84%
Q2 2025126.3K$34M+1.06%
Q1 2025127.2K$34M+1.11%
Q4 2024126.8K$42M+1.36%
Q3 2024126.1K$35M+1.10%
Q2 2024126.0K$32M+1.11%
Q1 2024120.7K$36M+1.24%
Q4 2023120.7K$32M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of CRM.