Fiduciary Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.39M | Sell |
34,252
-8,981
| -21% | -$1.86M | 0.08% | 144 |
|
|
2025
Q4 | $11.5M | Sell |
43,233
-3,543
| -8% | -$880K | 0.13% | 100 |
|
|
2025
Q3 | $11.1M | Buy |
46,776
+2,324
| +5% | +$586K | 0.13% | 101 |
|
|
2025
Q2 | $12.1M | Sell |
44,452
-1,338
| -3% | -$358K | 0.15% | 93 |
|
|
2025
Q1 | $12.3M | Buy |
45,790
+552
| +1% | +$172K | 0.16% | 89 |
|
|
2024
Q4 | $15.1M | Buy |
45,238
+1,673
| +4% | +$534K | 0.2% | 75 |
|
|
2024
Q3 | $11.9M | Buy |
43,565
+3,072
| +8% | +$787K | 0.17% | 96 |
|
|
2024
Q2 | $10.4M | Sell |
40,493
-1,098
| -3% | -$294K | 0.16% | 95 |
|
|
2024
Q1 | $12.5M | Buy |
41,591
+1,342
| +3% | +$387K | 0.19% | 84 |
|
|
2023
Q4 | $10.6M | Buy |
40,249
+1,519
| +4% | +$344K | 0.18% | 97 |
|
|
2023
Q3 | $7.85M | Buy |
38,730
+502
| +1% | +$108K | 0.14% | 106 |
|
|
2023
Q2 | $8.08M | Buy |
38,228
+3,115
| +9% | +$636K | 0.14% | 107 |
|
|
2023
Q1 | $7.01M | Buy |
35,113
+2,916
| +9% | +$493K | 0.13% | 122 |
|
|
2022
Q4 | $4.27M | Buy |
32,197
+248
| +0.8% | +$36.2K | 0.08% | 163 |
|
|
2022
Q3 | $4.59M | Buy |
31,949
+1,517
| +5% | +$257K | 0.1% | 150 |
|
|
2022
Q2 | $5.02M | Sell |
30,432
-2,091
| -6% | -$369K | 0.11% | 144 |
|
|
2022
Q1 | $6.91M | Sell |
32,523
-334
| -1% | -$71.9K | 0.12% | 133 |
|
|
2021
Q4 | $8.35M | Buy |
32,857
+1,008
| +3% | +$283K | 0.14% | 128 |
|
|
2021
Q3 | $8.64M | Buy |
31,849
+3,354
| +12% | +$852K | 0.15% | 119 |
|
|
2021
Q2 | $6.96M | Buy |
28,495
+8,457
| +42% | +$1.95M | 0.13% | 139 |
|
|
2021
Q1 | $4.25M | Buy |
20,038
+2,562
| +15% | +$570K | 0.09% | 170 |
|
|
2020
Q4 | $3.89M | Buy |
17,476
+2,311
| +15% | +$562K | 0.08% | 170 |
|
|
2020
Q3 | $3.81M | Buy |
15,165
+1,374
| +10% | +$301K | 0.09% | 151 |
|
|
2020
Q2 | $2.58M | Buy |
13,791
+2,401
| +21% | +$405K | 0.06% | 186 |
|
|
2020
Q1 | $1.64M | Buy |
11,390
+442
| +4% | +$75.8K | 0.05% | 211 |
|
|
2019
Q4 | $1.78M | Buy |
10,948
+751
| +7% | +$118K | 0.04% | 217 |
|
|
2019
Q3 | $1.51M | Buy |
10,197
+971
| +11% | +$148K | 0.04% | 229 |
|
|
2019
Q2 | $1.4M | Buy |
9,226
+2,245
| +32% | +$352K | 0.04% | 226 |
|
|
2019
Q1 | $1.11M | Buy |
6,981
+325
| +5% | +$50.4K | 0.03% | 244 |
|
|
2018
Q4 | $912K | Buy |
6,656
+380
| +6% | +$52.3K | 0.03% | 244 |
|
|
2018
Q3 | $998K | Buy |
6,276
+50
| +0.8% | +$7.42K | 0.03% | 253 |
|
|
2018
Q2 | $849K | Buy |
6,226
+840
| +16% | +$107K | 0.03% | 270 |
|
|
2018
Q1 | $626K | Buy |
5,386
+989
| +22% | +$114K | 0.02% | 300 |
|
|
2017
Q4 | $449K | Buy |
+4,397
| New | +$448K | 0.01% | 328 |
|
|
2017
Q3 | – | Sell |
-2,155
| Closed | -$187K | – | 446 |
|
|
2017
Q2 | $187K | Buy |
+2,155
| New | +$188K | 0.01% | 446 |
|
Other funds holding CRM
VCM
VPM
Fiduciary Trust's CRM Position: Q1 2026 in Review
Fiduciary Trust reduced its Salesforce (CRM) stake by 21% in Q1 2026, selling an estimated $1.86M and leaving 34,252 shares worth $6.39M. The position accounts for 0.08% of the portfolio, ranked #144.
Fiduciary Trust first reported a position in CRM in Q2 2017 and has held it in 35 quarters since. The position peaked at $15.1M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Fiduciary Trust held 34,252 shares of Salesforce worth $6.39M as of Q1 2026.
- Fiduciary Trust sold 8,981 Salesforce shares in Q1 2026, an estimated $1.86M.
- Salesforce made up 0.08% of Fiduciary Trust's portfolio in Q1 2026, its #144 holding.
- Fiduciary Trust first reported a position in Salesforce in Q2 2017 and has held it in 35 quarters since.
- Fiduciary Trust's Salesforce position peaked at $15.1M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.