Cetera Trust Company’s Salesforce CRM Stock Holding History

Cetera Trust Company’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 Q1	$1.66M	Sell	8,876 -570	-6%	-$118K	0.94%	28
2025 Q4	$2.5M	Buy	9,446 +10	+0.1%	+$2.48K	1.34%	22
2025 Q3	$2.24M	Buy	9,436 +25	+0.3%	+$6.3K	1.25%	22
2025 Q2	$2.57M	Sell	9,411 -25	-0.3%	-$6.68K	1.53%	18
2025 Q1	$2.53M	Sell	9,436 -150	-2%	-$46.7K	1.61%	17
2024 Q4	$3.2M	Sell	9,586 -5	-0.1%	-$1.6K	2.08%	9
2024 Q3	$2.63M	Sell	9,591 -415	-4%	-$106K	1.61%	16
2024 Q2	$2.57M	Sell	10,006 -910	-8%	-$244K	1.62%	16
2024 Q1	$3.29M	Sell	10,916 -475	-4%	-$137K	1.98%	8
2023 Q4	$3M	Buy	+11,391	New	+$2.58M	1.87%	10

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cetera Trust Company's CRM Position: Q1 2026 in Review

Cetera Trust Company reduced its Salesforce (CRM) stake by 6% in Q1 2026, selling an estimated $118K and leaving 8,876 shares worth $1.66M. The position accounts for 0.94% of the portfolio, ranked #28.

Cetera Trust Company first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.29M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Cetera Trust Company held 8,876 shares of Salesforce worth $1.66M as of Q1 2026.
Cetera Trust Company sold 570 Salesforce shares in Q1 2026, an estimated $118K.
Salesforce made up 0.94% of Cetera Trust Company's portfolio in Q1 2026, its #28 holding.
Cetera Trust Company first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Cetera Trust Company's Salesforce position peaked at $3.29M in Q1 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.