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Caldwell Trust’s Salesforce CRM Stock Holding History

Caldwell 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 		$1.68M Sell
10,716
-3,062
-22% -$538K 0.14% 129
2026
Q1 		$2.57M Sell
13,778
-795
-5% -$165K 0.23% 92
2025
Q4 		$3.86M Sell
14,573
-2,430
-14% -$604K 0.34% 67
2025
Q3 		$4.03M Sell
17,003
-1,044
-6% -$263K 0.38% 64
2025
Q2 		$4.92M Sell
18,047
-166
-0.9% -$44.4K 0.49% 48
2025
Q1 		$4.89M Buy
18,213
+303
+2% +$94.2K 0.52% 47
2024
Q4 		$5.99M Buy
17,910
+69
+0.4% +$22K 0.63% 40
2024
Q3 		$4.88M Sell
17,841
-511
-3% -$131K 0.51% 46
2024
Q2 		$4.72M Sell
18,352
-981
-5% -$263K 0.52% 44
2024
Q1 		$5.82M Buy
19,333
+640
+3% +$185K 0.68% 38
2023
Q4 		$4.92M Sell
18,693
-151
-0.8% -$34.2K 0.62% 41
2023
Q3 		$3.82M Sell
18,844
-673
-3% -$145K 0.52% 47
2023
Q2 		$4.12M Sell
19,517
-1,033
-5% -$211K 0.54% 47
2023
Q1 		$4.11M Sell
20,550
-1,403
-6% -$237K 0.57% 45
2022
Q4 		$2.91M Sell
21,953
-1,302
-6% -$190K 0.41% 59
2022
Q3 		$3.34M Sell
23,255
-241
-1% -$40.9K 0.5% 49
2022
Q2 		$3.88M Sell
23,496
-131
-0.6% -$23.1K 0.53% 49
2022
Q1 		$5.02M Buy
23,627
+302
+1% +$65K 0.6% 43
2021
Q4 		$5.93M Buy
23,325
+574
+3% +$161K 0.68% 40
2021
Q3 		$6.17M Buy
22,751
+1,269
+6% +$322K 0.78% 32
2021
Q2 		$5.25M Sell
21,482
-403
-2% -$92.9K 0.69% 40
2021
Q1 		$4.64M Buy
21,885
+965
+5% +$215K 0.65% 39
2020
Q4 		$4.66M Buy
20,920
+35
+0.2% +$8.51K 0.7% 38
2020
Q3 		$5.25M Sell
20,885
-941
-4% -$206K 0.86% 31
2020
Q2 		$4.09M Sell
21,826
-139
-0.6% -$23.4K 0.68% 42
2020
Q1 		$3.16M Buy
21,965
+762
+4% +$131K 0.6% 49
2019
Q4 		$3.45M Buy
+21,203
New +$3.32M 0.53% 56

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

Caldwell Trust's CRM Position: Q2 2026 in Review

Caldwell Trust reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $538K and leaving 10,716 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #129.

Caldwell Trust first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.17M in Q3 2021. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Caldwell Trust held 10,716 shares of Salesforce worth $1.68M as of Q2 2026.
  • Caldwell Trust sold 3,062 Salesforce shares in Q2 2026, an estimated $538K.
  • Salesforce made up 0.14% of Caldwell Trust's portfolio in Q2 2026, its #129 holding.
  • Caldwell Trust first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Salesforce position peaked at $6.17M in Q3 2021.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.