Heritage 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 | $904K | Sell |
4,845
-3,065
| -39% | -$635K | 0.09% | 173 |
|
|
2025
Q4 | $2.1M | Sell |
7,910
-181
| -2% | -$45K | 0.21% | 109 |
|
|
2025
Q3 | $1.92M | Buy |
8,091
+59
| +0.7% | +$14.9K | 0.2% | 116 |
|
|
2025
Q2 | $2.19M | Buy |
8,032
+156
| +2% | +$41.7K | 0.25% | 97 |
|
|
2025
Q1 | $2.11M | Buy |
7,876
+1,269
| +19% | +$395K | 0.26% | 101 |
|
|
2024
Q4 | $2.21M | Buy |
+6,607
| New | +$2.11M | 0.26% | 98 |
|
|
2024
Q2 | $1.73M | Buy |
6,720
+192
| +3% | +$51.4K | 0.23% | 107 |
|
|
2024
Q1 | $1.97M | Sell |
6,528
-176
| -3% | -$50.8K | 0.26% | 97 |
|
|
2023
Q4 | $1.76M | Buy |
6,704
+44
| +0.7% | +$9.96K | 0.25% | 102 |
|
|
2023
Q3 | $1.35M | Sell |
6,660
-220
| -3% | -$47.5K | 0.21% | 109 |
|
|
2023
Q2 | $1.45M | Buy |
6,880
+323
| +5% | +$65.9K | 0.21% | 107 |
|
|
2023
Q1 | $1.31M | Sell |
6,557
-900
| -12% | -$152K | 0.21% | 109 |
|
|
2022
Q4 | $989K | Buy |
7,457
+746
| +11% | +$109K | 0.16% | 130 |
|
|
2022
Q3 | $965K | Buy |
6,711
+105
| +2% | +$17.8K | 0.17% | 128 |
|
|
2022
Q2 | $1.09M | Buy |
6,606
+880
| +15% | +$155K | 0.18% | 121 |
|
|
2022
Q1 | $1.22M | Sell |
5,726
-2
| -0% | -$430 | 0.17% | 124 |
|
|
2021
Q4 | $1.46M | Sell |
5,728
-66
| -1% | -$18.5K | 0.19% | 115 |
|
|
2021
Q3 | $1.57M | Buy |
5,794
+359
| +7% | +$91.2K | 0.22% | 109 |
|
|
2021
Q2 | $1.33M | Sell |
5,435
-87
| -2% | -$20.1K | 0.19% | 112 |
|
|
2021
Q1 | $1.17M | Sell |
5,522
-499
| -8% | -$111K | 0.18% | 114 |
|
|
2020
Q4 | $1.34M | Sell |
6,021
-50
| -0.8% | -$12.2K | 0.22% | 101 |
|
|
2020
Q3 | $1.52M | Sell |
6,071
-1,023
| -14% | -$224K | 0.28% | 84 |
|
|
2020
Q2 | $1.33M | Buy |
7,094
+4,900
| +223% | +$826K | 0.26% | 88 |
|
|
2020
Q1 | $316K | Hold |
2,194
| – | – | 0.08% | 147 |
|
|
2019
Q4 | $357K | Sell |
2,194
-226
| -9% | -$35.4K | 0.07% | 151 |
|
|
2019
Q3 | $359K | Hold |
2,420
| – | – | 0.08% | 153 |
|
|
2019
Q2 | $367K | Hold |
2,420
| – | – | 0.08% | 145 |
|
|
2019
Q1 | $383K | Buy |
2,420
+200
| +9% | +$31K | 0.09% | 141 |
|
|
2018
Q4 | $304K | Hold |
2,220
| – | – | 0.13% | 101 |
|
|
2018
Q3 | $353K | Hold |
2,220
| – | – | 0.13% | 100 |
|
|
2018
Q2 | $303K | Hold |
2,220
| – | – | 0.11% | 102 |
|
|
2018
Q1 | $258K | Hold |
2,220
| – | – | 0.1% | 103 |
|
|
2017
Q4 | $227K | Hold |
2,220
| – | – | 0.08% | 109 |
|
|
2017
Q3 | $207K | Sell |
2,220
-271
| -11% | -$24.9K | 0.08% | 111 |
|
|
2017
Q2 | $216K | Buy |
+2,491
| New | +$217K | 0.08% | 105 |
|
Other funds holding CRM
VCM
VPM
Heritage Trust's CRM Position: Q1 2026 in Review
Heritage Trust reduced its Salesforce (CRM) stake by 39% in Q1 2026, selling an estimated $635K and leaving 4,845 shares worth $904K. The position accounts for 0.09% of the portfolio, ranked #173.
Heritage Trust first reported a position in CRM in Q2 2017 and has held it in 35 quarters since. The position peaked at $2.21M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Heritage Trust held 4,845 shares of Salesforce worth $904K as of Q1 2026.
- Heritage Trust sold 3,065 Salesforce shares in Q1 2026, an estimated $635K.
- Salesforce made up 0.09% of Heritage Trust's portfolio in Q1 2026, its #173 holding.
- Heritage Trust first reported a position in Salesforce in Q2 2017 and has held it in 35 quarters since.
- Heritage Trust's Salesforce position peaked at $2.21M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.