Probity Advisors
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Probity Advisors’s Salesforce CRM Stock Holding History

Probity Advisors’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
Q3 		$957K Sell
4,170
-161
-4% -$33.2K 0.14% 108
2026
Q2 		$679K Buy
4,331
+113
+3% +$19.9K 0.1% 134
2026
Q1 		$787K Buy
4,218
+87
+2% +$18K 0.12% 119
2025
Q4 		$1.09M Buy
4,131
+241
+6% +$59.9K 0.18% 91
2025
Q3 		$922K Buy
3,890
+322
+9% +$81.2K 0.15% 105
2025
Q2 		$973K Buy
3,568
+224
+7% +$59.9K 0.17% 94
2025
Q1 		$897K Buy
3,344
+95
+3% +$29.5K 0.17% 98
2024
Q4 		$1.09M Buy
3,249
+86
+3% +$27.4K 0.21% 83
2024
Q3 		$866K Buy
3,163
+184
+6% +$47.1K 0.17% 105
2024
Q2 		$766K Buy
2,979
+175
+6% +$46.8K 0.16% 107
2024
Q1 		$845K Sell
2,804
-99
-3% -$28.6K 0.17% 102
2023
Q4 		$764K Sell
2,903
-112
-4% -$25.3K 0.17% 107
2023
Q3 		$611K Sell
3,015
-82
-3% -$17.7K 0.14% 100
2023
Q2 		$654K Buy
+3,097
New +$632K 0.14% 101
2022
Q4 		$413K Buy
3,118
+82
+3% +$12K 0.09% 132
2022
Q3 		$437K Buy
3,036
+20
+0.7% +$3.39K 0.11% 118
2022
Q2 		$498K Buy
3,016
+140
+5% +$24.7K 0.12% 119
2022
Q1 		$611K Buy
2,876
+417
+17% +$89.7K 0.13% 111
2021
Q4 		$625K Buy
2,459
+201
+9% +$56.5K 0.12% 119
2021
Q3 		$612K Buy
2,258
+181
+9% +$46K 0.13% 121
2021
Q2 		$507K Buy
2,077
+567
+38% +$131K 0.11% 128
2021
Q1 		$320K Buy
+1,510
New +$336K 0.07% 157
2020
Q3 		$290K Buy
1,155
+1
+0.1% +$219 0.08% 148
2020
Q2 		$216K Buy
+1,154
New +$194K 0.07% 162

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Probity Advisors's CRM Position: Q3 2026 in Review

Probity Advisors reduced its Salesforce (CRM) stake by 3.7% in Q3 2026, selling an estimated $33.2K and leaving 4,170 shares worth $957K. The position accounts for 0.14% of the portfolio, ranked #108.

Probity Advisors first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.09M in Q4 2025. 1,657 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Probity Advisors held 4,170 shares of Salesforce worth $957K as of Q3 2026.
  • Probity Advisors sold 161 Salesforce shares in Q3 2026, an estimated $33.2K.
  • Salesforce made up 0.14% of Probity Advisors's portfolio in Q3 2026, its #108 holding.
  • Probity Advisors first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Probity Advisors's Salesforce position peaked at $1.09M in Q4 2025.
  • 1,657 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Probity Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.