Advisortrust Partners’s Salesforce CRM Stock Holding History

Advisortrust Partners’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	$271K	Buy	+1,181	New	+$244K	0.09%	174

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Advisortrust Partners's CRM Position: Q3 2026 in Review

Advisortrust Partners opened a new position in Salesforce (CRM) in Q3 2026: 1,181 shares worth $271K. The stake represents 0.09% of the portfolio and ranks #174 among its holdings.

1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Advisortrust Partners held 1,181 shares of Salesforce worth $271K as of Q3 2026.
Salesforce was a new Advisortrust Partners position in Q3 2026.
Salesforce made up 0.09% of Advisortrust Partners's portfolio in Q3 2026, its #174 holding.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Advisortrust Partners's 13F filing for Q3 2026, filed 2 Nov 2026.