Diversified Trust’s Salesforce CRM Stock Holding History

Diversified 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	$1.73M	Sell	11,018 -4,738	-30%	-$833K	0.03%	322
2026 Q1	$2.94M	Sell	15,756 -1,139	-7%	-$236K	0.05%	188
2025 Q4	$4.48M	Sell	16,895 -2,645	-14%	-$657K	0.08%	128
2025 Q3	$4.63M	Sell	19,540 -8,246	-30%	-$2.08M	0.09%	122
2025 Q2	$7.58M	Buy	27,786 +6,430	+30%	+$1.72M	0.17%	77
2025 Q1	$5.73M	Buy	21,356 +5,457	+34%	+$1.7M	0.14%	88
2024 Q4	$5.32M	Buy	15,899 +3,706	+30%	+$1.18M	0.13%	93
2024 Q3	$3.34M	Sell	12,193 -1,576	-11%	-$404K	0.08%	147
2024 Q2	$3.54M	Buy	13,769 +3,594	+35%	+$962K	0.1%	115
2024 Q1	$3.06M	Sell	10,175 -896	-8%	-$259K	0.09%	131
2023 Q4	$2.91M	Sell	11,071 -2,226	-17%	-$504K	0.1%	115
2023 Q3	$2.7M	Buy	13,297 +1,553	+13%	+$336K	0.1%	112
2023 Q2	$2.48M	Sell	11,744 -1,111	-9%	-$227K	0.09%	124
2023 Q1	$2.57M	Sell	12,855 -67	-0.5%	-$11.3K	0.1%	116
2022 Q4	$1.71M	Buy	12,922 +2,102	+19%	+$307K	0.07%	153
2022 Q3	$1.56M	Buy	10,820 +1,042	+11%	+$177K	0.07%	143
2022 Q2	$1.61M	Buy	9,778 +691	+8%	+$122K	0.07%	144
2022 Q1	$1.93M	Sell	9,087 -1,940	-18%	-$418K	0.07%	145
2021 Q4	$2.8M	Sell	11,027 -160	-1%	-$45K	0.09%	116
2021 Q3	$3.03M	Buy	11,187 +346	+3%	+$87.9K	0.11%	102
2021 Q2	$2.65M	Buy	10,841 +552	+5%	+$127K	0.1%	112
2021 Q1	$2.18M	Buy	10,289 +99	+1%	+$22K	0.08%	120
2020 Q4	$2.27M	Buy	10,190 +1,398	+16%	+$340K	0.09%	112
2020 Q3	$2.21M	Buy	8,792 +3,185	+57%	+$697K	0.1%	110
2020 Q2	$1.05M	Sell	5,607 -24,674	-81%	-$4.16M	0.05%	149
2020 Q1	$4.36M	Buy	30,281 +1,754	+6%	+$301K	0.26%	50
2019 Q4	$4.64M	Sell	28,527 -2,087	-7%	-$327K	0.21%	55
2019 Q3	$4.54M	Buy	30,614 +4,931	+19%	+$749K	0.21%	49
2019 Q2	$3.9M	Buy	25,683 +2,417	+10%	+$379K	0.19%	56
2019 Q1	$3.69M	Sell	23,266 -24	-0.1%	-$3.72K	0.18%	54
2018 Q4	$3.19M	Buy	23,290 +5	+0%	+$688	0.18%	49
2018 Q3	$3.7M	Sell	23,285 -1,385	-6%	-$206K	0.18%	47
2018 Q2	$3.37M	Buy	24,670 +8	+0%	+$1.02K	0.21%	45
2018 Q1	$2.87M	Buy	24,662 +12	+0%	+$1.38K	0.18%	51
2017 Q4	$2.52M	Hold	24,650	–	–	0.15%	62
2017 Q3	$2.3M	Sell	24,650 -10,280	-29%	-$946K	0.18%	61
2017 Q2	$3.02M	Sell	34,930 -5,350	-13%	-$466K	0.25%	39
2017 Q1	$3.32M	Sell	40,280 -3,829	-9%	-$306K	0.26%	40
2016 Q4	$3.02M	Buy	+44,109	New	+$3.2M	0.26%	42
2016 Q3	–	Sell	-46,315	Closed	-$3.68M	–	304
2016 Q2	$3.68M	Sell	46,315 -6,095	-12%	-$478K	0.42%	36
2016 Q1	$3.87M	Buy	52,410 +7,858	+18%	+$541K	0.43%	41
2015 Q4	$3.49M	Buy	44,552 +4,922	+12%	+$384K	0.37%	48
2015 Q3	$2.75M	Sell	39,630 -3,700	-9%	-$262K	0.3%	75
2015 Q2	$3.02M	Hold	43,330	–	–	0.29%	75
2015 Q1	$2.9M	Hold	43,330	–	–	0.25%	88
2014 Q4	$2.57M	Buy	+43,330	New	+$2.55M	0.23%	96
2014 Q2	$2.69M	Buy	+46,325	New	+$2.5M	0.22%	90
2013 Q4	$2.98M	Sell	53,900 -9,040	-14%	-$484K	0.3%	45
2013 Q3	$3.27M	Buy	62,940 +16,640	+36%	+$755K	0.35%	40
2013 Q2	$1.77M	Buy	+46,300	New	+$1.91M	0.21%	79

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Diversified Trust's CRM Position: Q2 2026 in Review

Diversified Trust reduced its Salesforce (CRM) stake by 30% in Q2 2026, selling an estimated $833K and leaving 11,018 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #322.

Diversified Trust first reported a position in CRM in Q2 2013 and has held it in 50 quarters since. The position peaked at $7.58M in Q2 2025. 582 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Diversified Trust held 11,018 shares of Salesforce worth $1.73M as of Q2 2026.
Diversified Trust sold 4,738 Salesforce shares in Q2 2026, an estimated $833K.
Salesforce made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #322 holding.
Diversified Trust first reported a position in Salesforce in Q2 2013 and has held it in 50 quarters since.
Diversified Trust's Salesforce position peaked at $7.58M in Q2 2025.
582 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.