Montecito Bank & Trust
- SEC CIK
- 0001422508
- Latest filing
- Oct 1, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Montecito Bank & Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q3 2026 holdings
- Shares (Q3 2026)
- 1,028
- Value
- $236.0K
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2026 | 1,028 | $236.0K | <0.1% | −730−41.5% | Reduced | Holders |
| Q2 2026 | 1,758 | $275.4K | <0.1% | −1,611−47.8% | Reduced | Holders |
| Q1 2026 | 3,369 | $628.9K | 0.1% | −273−7.5% | Reduced | Holders |
| Q4 2025 | 3,642 | $964.8K | 0.2% | −1,119−23.5% | Reduced | Holders |
| Q3 2025 | 4,761 | $1.13M | 0.2% | – | No prior filing | Holders |
| Q2 2025 | – | – | – | – | Not filed | Holders |
| Q1 2025 | 4,473 | $1.20M | 0.2% | +203+4.8% | Added | Holders |
| Q4 2024 | 4,270 | $1.43M | 0.2% | +477+12.6% | Added | Holders |
| Q3 2024 | 3,793 | $1.04M | 0.2% | +1,998+111.3% | Added | Holders |
| Q2 2024 | 1,795 | $461.5K | 0.1% | −209−10.4% | Reduced | Holders |
| Q1 2024 | 2,004 | $603.6K | 0.1% | +732+57.5% | Added | Holders |
| Q4 2023 | 1,272 | $334.7K | 0.1% | +50+4.1% | Added | Holders |
| Q3 2023 | 1,222 | $247.8K | 0.1% | +1,222 | New | Holders |