New Covenant Trust Company’s Salesforce CRM Stock Holding History

New Covenant Trust Company’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	–	Sell	-968	Closed	-$246K	–	98
2025 Q4	$246K	Buy	968 +99	+11%	+$24.6K	0.22%	78
2025 Q3	$206K	Buy	869 +58	+7%	+$14.6K	0.19%	86
2025 Q2	$222K	Hold	811	–	–	0.2%	80
2025 Q1	$219K	Buy	811 +6	+0.7%	+$1.87K	0.23%	83
2024 Q4	$270K	Sell	805 -11	-1%	-$3.51K	0.27%	62
2024 Q3	$226K	Buy	+816	New	+$209K	0.22%	78
2024 Q2	–	Sell	-689	Closed	-$208K	–	157
2024 Q1	$208K	Buy	+689	New	+$199K	0.21%	75

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

New Covenant Trust Company's CRM Position: Q1 2026 in Review

New Covenant Trust Company sold out of Salesforce (CRM) in Q1 2026, closing a stake of 968 shares — an estimated $246K sold.

New Covenant Trust Company first reported a position in CRM in Q1 2024 and held it in 7 quarters. The position peaked at $270K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

New Covenant Trust Company reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
New Covenant Trust Company sold 968 Salesforce shares in Q1 2026, an estimated $246K.
New Covenant Trust Company first reported a position in Salesforce in Q1 2024 and held it in 7 quarters.
New Covenant Trust Company's Salesforce position peaked at $270K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on New Covenant Trust Company's 13F filing for Q1 2026, filed 17 Apr 2026.