FG
CRM icon

Fiduciary Group’s Salesforce CRM Stock Holding History

Fiduciary Group’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 		$897K Sell
4,804
-906
-16% -$188K 0.08% 165
2025
Q4 		$1.51M Sell
5,710
-175
-3% -$43.5K 0.13% 127
2025
Q3 		$1.39M Sell
5,885
-26
-0.4% -$6.56K 0.12% 136
2025
Q2 		$1.61M Sell
5,911
-12
-0.2% -$3.21K 0.15% 124
2025
Q1 		$1.59M Sell
5,923
-214
-3% -$66.6K 0.16% 118
2024
Q4 		$2.05M Sell
6,137
-657
-10% -$210K 0.21% 99
2024
Q3 		$1.86M Sell
6,794
-1,640
-19% -$420K 0.19% 102
2024
Q2 		$2.17M Sell
8,434
-90
-1% -$24.1K 0.23% 88
2024
Q1 		$2.57M Sell
8,524
-173
-2% -$49.9K 0.28% 82
2023
Q4 		$2.29M Sell
8,697
-4,068
-32% -$921K 0.27% 84
2023
Q3 		$2.59M Sell
12,765
-607
-5% -$131K 0.33% 73
2023
Q2 		$2.82M Sell
13,372
-407
-3% -$83.1K 0.35% 72
2023
Q1 		$2.75M Sell
13,779
-683
-5% -$115K 0.36% 71
2022
Q4 		$1.92M Sell
14,462
-13,857
-49% -$2.02M 0.26% 85
2022
Q3 		$4.43M Sell
28,319
-1,766
-6% -$299K 0.57% 51
2022
Q2 		$5.62M Sell
30,085
-2,918
-9% -$516K 0.7% 41
2022
Q1 		$5.32M Sell
33,003
-260
-0.8% -$56K 0.7% 40
2021
Q4 		$8.45M Buy
33,263
+1,876
+6% +$527K 0.94% 34
2021
Q3 		$9.26M Buy
31,387
+515
+2% +$131K 1.05% 30
2021
Q2 		$7.54M Buy
30,872
+1,191
+4% +$274K 0.87% 38
2021
Q1 		$6.84M Buy
29,681
+5,161
+21% +$1.15M 0.83% 38
2020
Q4 		$5.92M Buy
24,520
+6,603
+37% +$1.61M 0.78% 40
2020
Q3 		$4.5M Buy
17,917
+1,152
+7% +$252K 0.68% 42
2020
Q2 		$3.14M Buy
+16,765
New +$2.82M 0.52% 44

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fiduciary Group's CRM Position: Q1 2026 in Review

Fiduciary Group reduced its Salesforce (CRM) stake by 16% in Q1 2026, selling an estimated $188K and leaving 4,804 shares worth $897K. The position accounts for 0.08% of the portfolio, ranked #165.

Fiduciary Group first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $9.26M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Fiduciary Group held 4,804 shares of Salesforce worth $897K as of Q1 2026.
  • Fiduciary Group sold 906 Salesforce shares in Q1 2026, an estimated $188K.
  • Salesforce made up 0.08% of Fiduciary Group's portfolio in Q1 2026, its #165 holding.
  • Fiduciary Group first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Fiduciary Group's Salesforce position peaked at $9.26M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.