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Adelphi Trust’s Salesforce CRM Stock Holding History

Adelphi Trust’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 		$597K Sell
3,810
-48
-1% -$8.44K 0.4% 62
2026
Q1 		$720K Sell
3,858
-1,799
-32% -$373K 0.59% 48
2025
Q4 		$1.5M Buy
+5,657
New +$1.41M 1.22% 22

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

Adelphi Trust's CRM Position: Q2 2026 in Review

Adelphi Trust reduced its Salesforce (CRM) stake by 1.2% in Q2 2026, selling an estimated $8.44K and leaving 3,810 shares worth $597K. The position accounts for 0.4% of the portfolio, ranked #62.

Adelphi Trust first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Adelphi Trust held 3,810 shares of Salesforce worth $597K as of Q2 2026.
  • Adelphi Trust sold 48 Salesforce shares in Q2 2026, an estimated $8.44K.
  • Salesforce made up 0.4% of Adelphi Trust's portfolio in Q2 2026, its #62 holding.
  • Adelphi Trust first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Adelphi Trust's Salesforce position peaked at $1.5M in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Adelphi Trust's 13F filing for Q2 2026, filed 1 Jul 2026.