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Sabal Trust’s Salesforce CRM Stock Holding History

Sabal 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
2025
Q1 		$1.61M Buy
6,014
+4,838
+411% +$1.5M 0.09% 123
2024
Q4 		$393K Hold
1,176
– – 0.02% 190
2024
Q3 		$322K Buy
1,176
+15
+1% +$3.84K 0.02% 191
2024
Q2 		$298K Sell
1,161
-75
-6% -$20.1K 0.02% 179
2024
Q1 		$372K Sell
1,236
-99
-7% -$28.6K 0.02% 172
2023
Q4 		$351K Buy
+1,335
New +$302K 0.02% 172
2018
Q2 		– Sell
-1,926
Closed -$224K – 140
2018
Q1 		$224K Buy
+1,926
New +$221K 0.02% 156

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sabal Trust's CRM Position: Q1 2025 in Review

Sabal Trust increased its Salesforce (CRM) stake by 411% in Q1 2025, buying an estimated $1.5M and bringing the position to 6,014 shares worth $1.61M. The position accounts for 0.09% of the portfolio, ranked #123.

Sabal Trust first reported a position in CRM in Q1 2018 and has held it in 7 quarters since. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Sabal Trust held 6,014 shares of Salesforce worth $1.61M as of Q1 2025.
  • Sabal Trust bought 4,838 Salesforce shares in Q1 2025, an estimated $1.5M.
  • Salesforce made up 0.09% of Sabal Trust's portfolio in Q1 2025, its #123 holding.
  • Sabal Trust first reported a position in Salesforce in Q1 2018 and has held it in 7 quarters since.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.