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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
Q3 		$896K Buy
3,903
+93
+2% +$19.2K 0.59% 42
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

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KGC
Kennon-Green & Company New Albany, Ohio $131M AUM 8.08% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Adelphi Trust's CRM Position: Q3 2026 in Review

Adelphi Trust increased its Salesforce (CRM) stake by 2.4% in Q3 2026, buying an estimated $19.2K and bringing the position to 3,903 shares worth $896K. The position accounts for 0.59% of the portfolio, ranked #42.

Adelphi Trust first reported a position in CRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q4 2025. 27 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Adelphi Trust held 3,903 shares of Salesforce worth $896K as of Q3 2026.
  • Adelphi Trust bought 93 Salesforce shares in Q3 2026, an estimated $19.2K.
  • Salesforce made up 0.59% of Adelphi Trust's portfolio in Q3 2026, its #42 holding.
  • Adelphi Trust first reported a position in Salesforce in Q4 2025 and has held it in 4 quarters since.
  • Adelphi Trust's Salesforce position peaked at $1.5M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Adelphi Trust's 13F filing for Q3 2026, filed 5 Oct 2026.