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National Philanthropic Trust’s Salesforce CRM Stock Holding History

National Philanthropic 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 		$700K Buy
4,467
+48
+1% +$8.44K 0.01% 263
2026
Q1 		$825K Sell
4,419
-176
-4% -$36.5K 0.01% 229
2025
Q4 		$1.22M Buy
+4,595
New +$1.14M 0.01% 200
2024
Q1 		– Sell
-1,380
Closed -$363K – 280
2023
Q4 		$363K Buy
+1,380
New +$312K 0.01% 229

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

National Philanthropic Trust's CRM Position: Q2 2026 in Review

National Philanthropic Trust increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $8.44K and bringing the position to 4,467 shares worth $700K. The position accounts for 0.01% of the portfolio, ranked #263.

National Philanthropic Trust first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 2,371 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • National Philanthropic Trust held 4,467 shares of Salesforce worth $700K as of Q2 2026.
  • National Philanthropic Trust bought 48 Salesforce shares in Q2 2026, an estimated $8.44K.
  • Salesforce made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #263 holding.
  • National Philanthropic Trust first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
  • National Philanthropic Trust's Salesforce position peaked at $1.22M in Q4 2025.
  • 2,371 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.