Providence First Trust
CRM icon

Providence First Trust’s Salesforce CRM Stock Holding History

Providence First 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
Q3 		$1.07M Buy
+4,640
New +$957K 0.35% 75
2025
Q1 		– Sell
-50
Closed -$16.7K – 117
2024
Q4 		$16.7K Buy
+50
New +$16K 0.01% 167
2021
Q2 		– Sell
-7,656
Closed -$1.62M – 82
2021
Q1 		$1.62M Sell
7,656
-95
-1% -$21.1K 0.8% 50
2020
Q4 		$1.72M Buy
7,751
+4,495
+138% +$1.09M 0.87% 49
2020
Q3 		$818K Buy
+3,256
New +$713K 0.8% 44

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

Providence First Trust's CRM Position: Q3 2026 in Review

Providence First Trust opened a new position in Salesforce (CRM) in Q3 2026: 4,640 shares worth $1.07M. The stake represents 0.35% of the portfolio and ranks #75 among its holdings. This is a return to the name: Providence First Trust previously reported a position in CRM as recently as Q4 2024.

Providence First Trust first reported a position in CRM in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.72M in Q4 2020. 1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Providence First Trust held 4,640 shares of Salesforce worth $1.07M as of Q3 2026.
  • Salesforce was a new Providence First Trust position in Q3 2026.
  • Salesforce made up 0.35% of Providence First Trust's portfolio in Q3 2026, its #75 holding.
  • Providence First Trust first reported a position in Salesforce in Q3 2020 and has held it in 5 quarters since.
  • Providence First Trust's Salesforce position peaked at $1.72M in Q4 2020.
  • 1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Providence First Trust's 13F filing for Q3 2026, filed 2 Nov 2026.