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Equitable Trust’s Salesforce CRM Stock Holding History

Equitable 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 		$8.35M Buy
53,296
+37,416
+236% +$6.58M 0.35% 62
2026
Q1 		$2.96M Sell
15,880
-31,148
-66% -$6.45M 0.14% 128
2025
Q4 		$12.5M Buy
47,028
+8,385
+22% +$2.08M 0.56% 37
2025
Q3 		$9.16M Sell
38,643
-13,118
-25% -$3.31M 0.42% 51
2025
Q2 		$14.1M Buy
51,761
+14,604
+39% +$3.9M 0.7% 38
2025
Q1 		$9.97M Buy
37,157
+493
+1% +$153K 0.55% 40
2024
Q4 		$12.3M Sell
36,664
-8,603
-19% -$2.75M 0.68% 34
2024
Q3 		$12.4M Sell
45,267
-262
-0.6% -$67.1K 0.8% 26
2024
Q2 		$11.7M Buy
45,529
+12,984
+40% +$3.47M 0.81% 29
2024
Q1 		$9.8M Sell
32,545
-15,240
-32% -$4.4M 0.68% 33
2023
Q4 		$12.6M Sell
47,785
-60
-0.1% -$13.6K 0.95% 26
2023
Q3 		$9.7M Buy
47,845
+1,830
+4% +$395K 0.8% 28
2023
Q2 		$9.72M Buy
46,015
+7,925
+21% +$1.62M 0.74% 30
2023
Q1 		$7.61M Buy
38,090
+2,925
+8% +$494K 0.6% 35
2022
Q4 		$4.66M Sell
35,165
-41,958
-54% -$6.12M 0.37% 55
2022
Q3 		$11.1M Sell
77,123
-4,458
-5% -$756K 0.92% 26
2022
Q2 		$13.5M Buy
81,581
+12,610
+18% +$2.23M 1% 24
2022
Q1 		$14.6M Buy
68,971
+614
+0.9% +$132K 0.94% 29
2021
Q4 		$17.4M Buy
68,357
+1,646
+2% +$463K 1.07% 25
2021
Q3 		$18.1M Buy
66,711
+2,284
+4% +$580K 1.16% 26
2021
Q2 		$15.7M Buy
64,427
+1,674
+3% +$386K 1.01% 28
2021
Q1 		$13.3M Buy
62,753
+21,901
+54% +$4.88M 0.99% 29
2020
Q4 		$9.09M Buy
40,852
+7,892
+24% +$1.92M 0.67% 44
2020
Q3 		$8.28M Sell
32,960
-628
-2% -$137K 0.71% 40
2020
Q2 		$6.29M Sell
33,588
-118
-0.4% -$19.9K 0.58% 51
2020
Q1 		$4.85M Buy
33,706
+15,664
+87% +$2.69M 0.53% 54
2019
Q4 		$2.94M Buy
18,042
+15,999
+783% +$2.51M 0.29% 88
2019
Q3 		$303K Buy
2,043
+681
+50% +$103K 0.03% 239
2019
Q2 		$206K Buy
+1,362
New +$213K 0.02% 271

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

Equitable Trust's CRM Position: Q2 2026 in Review

Equitable Trust increased its Salesforce (CRM) stake by 236% in Q2 2026, buying an estimated $6.58M and bringing the position to 53,296 shares worth $8.35M. The position accounts for 0.35% of the portfolio, ranked #62.

Equitable Trust first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.1M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Equitable Trust held 53,296 shares of Salesforce worth $8.35M as of Q2 2026.
  • Equitable Trust bought 37,416 Salesforce shares in Q2 2026, an estimated $6.58M.
  • Salesforce made up 0.35% of Equitable Trust's portfolio in Q2 2026, its #62 holding.
  • Equitable Trust first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Equitable Trust's Salesforce position peaked at $18.1M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.