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Sageworth Trust’s Salesforce CRM Stock Holding History

Sageworth 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
Q2 		– Sell
-1,425
Closed -$266K – 141
2026
Q1 		$266K Buy
+1,425
New +$295K 0.01% 146
2025
Q4 		– Sell
-2,821
Closed -$669K – 170
2025
Q3 		$669K Buy
+2,821
New +$711K 0.03% 136
2023
Q2 		– Sell
-40
Closed -$7.99K – 167
2023
Q1 		$7.99K Buy
40
+16
+67% +$2.7K ﹤0.01% 313
2022
Q4 		$3K Buy
24
+4
+20% +$584 ﹤0.01% 301
2022
Q3 		$3K Hold
20
– – ﹤0.01% 287
2022
Q2 		$3K Hold
20
– – ﹤0.01% 319
2022
Q1 		$4K Hold
20
– – ﹤0.01% 267
2021
Q4 		$5K Hold
20
– – ﹤0.01% 381
2021
Q3 		$5K Sell
20
-50
-71% -$12.7K ﹤0.01% 674
2021
Q2 		$17K Hold
70
– – ﹤0.01% 431
2021
Q1 		$15K Sell
70
-40
-36% -$8.9K ﹤0.01% 240
2020
Q4 		$24K Buy
110
+60
+120% +$14.6K ﹤0.01% 149
2020
Q3 		$13K Sell
50
-4
-7% -$876 ﹤0.01% 132
2020
Q2 		$10K Buy
54
+4
+8% +$674 ﹤0.01% 131
2020
Q1 		$7K Hold
50
– – ﹤0.01% 131
2019
Q4 		$8K Buy
+50
New +$7.84K ﹤0.01% 158
2018
Q1 		– Sell
-20
Closed -$2K – 129
2017
Q4 		$2K Buy
+20
New +$2.04K ﹤0.01% 87

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sageworth Trust's CRM Position: Q2 2026 in Review

Sageworth Trust sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,425 shares — an estimated $266K sold.

Sageworth Trust first reported a position in CRM in Q4 2017 and held it in 17 quarters. The position peaked at $669K in Q3 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sageworth Trust reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Sageworth Trust sold 1,425 Salesforce shares in Q2 2026, an estimated $266K.
  • Sageworth Trust first reported a position in Salesforce in Q4 2017 and held it in 17 quarters.
  • Sageworth Trust's Salesforce position peaked at $669K in Q3 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.