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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sageworth Trust's CRM Position: Q1 2026 in Review

Sageworth Trust opened a new position in Salesforce (CRM) in Q1 2026: 1,425 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #146 among its holdings. This is a return to the name: Sageworth Trust previously reported a position in CRM as recently as Q3 2025.

Sageworth Trust first reported a position in CRM in Q4 2017 and has held it in 17 quarters since. The position peaked at $669K in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Sageworth Trust held 1,425 shares of Salesforce worth $266K as of Q1 2026.
Salesforce was a new Sageworth Trust position in Q1 2026.
Salesforce made up 0.01% of Sageworth Trust's portfolio in Q1 2026, its #146 holding.
Sageworth Trust first reported a position in Salesforce in Q4 2017 and has held it in 17 quarters since.
Sageworth Trust's Salesforce position peaked at $669K in Q3 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.