Petrus Trust Company’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 | $18.5M | Sell |
99,123
-34,000
| -26% | -$7.04M | 2.02% | 18 |
|
|
2025
Q4 | $35.3M | Sell |
133,123
-18,993
| -12% | -$4.72M | 3.57% | 9 |
|
|
2025
Q3 | $36.1M | Buy |
152,116
+24,290
| +19% | +$6.13M | 3.95% | 10 |
|
|
2025
Q2 | $34.9M | Sell |
127,826
-51,946
| -29% | -$13.9M | 3.62% | 8 |
|
|
2025
Q1 | $48.2M | Buy |
179,772
+27,272
| +18% | +$8.48M | 4.5% | 7 |
|
|
2024
Q4 | $51M | Sell |
152,500
-73,553
| -33% | -$23.5M | 4.93% | 6 |
|
|
2024
Q3 | $61.9M | Sell |
226,053
-9,747
| -4% | -$2.5M | 6.03% | 3 |
|
|
2024
Q2 | $60.6M | Buy |
235,800
+35,000
| +17% | +$9.37M | 5.66% | 3 |
|
|
2024
Q1 | $60.5M | Sell |
200,800
-13,500
| -6% | -$3.9M | 5.47% | 2 |
|
|
2023
Q4 | $56.4M | Hold |
214,300
| – | – | 5.35% | 2 |
|
|
2023
Q3 | $43.5M | Buy |
214,300
+25,000
| +13% | +$5.4M | 4.65% | 3 |
|
|
2023
Q2 | $40M | Sell |
189,300
-90,000
| -32% | -$18.4M | 4.5% | 5 |
|
|
2023
Q1 | $55.8M | Hold |
279,300
| – | – | 6.77% | 2 |
|
|
2022
Q4 | $37M | Buy |
279,300
+74,027
| +36% | +$10.8M | 4.7% | 4 |
|
|
2022
Q3 | $29.5M | Buy |
205,273
+856
| +0.4% | +$145K | 4.2% | 9 |
|
|
2022
Q2 | $33.7M | Buy |
204,417
+25,117
| +14% | +$4.44M | 4.82% | 6 |
|
|
2022
Q1 | $38.1M | Buy |
179,300
+1,419
| +0.8% | +$305K | 4.87% | 5 |
|
|
2021
Q4 | $45.2M | Buy |
177,881
+150
| +0.1% | +$42.1K | 5.28% | 4 |
|
|
2021
Q3 | $48.2M | Buy |
177,731
+431
| +0.2% | +$109K | 5.34% | 3 |
|
|
2021
Q2 | $43.3M | Hold |
177,300
| – | – | 4.57% | 4 |
|
|
2021
Q1 | $37.6M | Buy |
177,300
+12,397
| +8% | +$2.76M | 3.6% | 7 |
|
|
2020
Q4 | $36.7M | Buy |
164,903
+5,103
| +3% | +$1.24M | 3.64% | 8 |
|
|
2020
Q3 | $40.2M | Hold |
159,800
| – | – | 4.19% | 5 |
|
|
2020
Q2 | $29.9M | Hold |
159,800
| – | – | 3.49% | 6 |
|
|
2020
Q1 | $23M | Buy |
+159,800
| New | +$27.4M | 3.3% | 9 |
|
|
2019
Q4 | – | Sell |
-1,598
| Closed | -$237K | – | 299 |
|
|
2019
Q3 | $237K | Sell |
1,598
-698
| -30% | -$106K | 0.04% | 166 |
|
|
2019
Q2 | $348K | Buy |
2,296
+994
| +76% | +$156K | 0.06% | 75 |
|
|
2019
Q1 | $206K | Buy |
+1,302
| New | +$202K | 0.04% | 227 |
|
|
2018
Q4 | – | Sell |
-1,420
| Closed | -$226K | – | 237 |
|
|
2018
Q3 | $226K | Buy |
+1,420
| New | +$211K | 0.05% | 173 |
|
Other funds holding CRM
VCM
VPM
Petrus Trust Company's CRM Position: Q1 2026 in Review
Petrus Trust Company reduced its Salesforce (CRM) stake by 26% in Q1 2026, selling an estimated $7.04M and leaving 99,123 shares worth $18.5M. The position accounts for 2.02% of the portfolio, ranked #18.
Petrus Trust Company first reported a position in CRM in Q3 2018 and has held it in 29 quarters since. The position peaked at $61.9M in Q3 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Petrus Trust Company held 99,123 shares of Salesforce worth $18.5M as of Q1 2026.
- Petrus Trust Company sold 34,000 Salesforce shares in Q1 2026, an estimated $7.04M.
- Salesforce made up 2.02% of Petrus Trust Company's portfolio in Q1 2026, its #18 holding.
- Petrus Trust Company first reported a position in Salesforce in Q3 2018 and has held it in 29 quarters since.
- Petrus Trust Company's Salesforce position peaked at $61.9M in Q3 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Petrus Trust Company's 13F filing for Q1 2026, filed 15 May 2026.