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Smithfield Trust’s Salesforce CRM Stock Holding History

Smithfield 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 		$344K Sell
1,827
-450
-20% -$93.2K 0.02% 294
2025
Q4 		$604K Sell
2,277
-153
-6% -$38K 0.03% 210
2025
Q3 		$576K Sell
2,430
-59
-2% -$14.9K 0.03% 219
2025
Q2 		$677K Sell
2,489
-390
-14% -$104K 0.03% 191
2025
Q1 		$771K Sell
2,879
-95
-3% -$29.5K 0.04% 174
2024
Q4 		$995K Buy
2,974
+8
+0.3% +$2.55K 0.05% 154
2024
Q3 		$809K Sell
2,966
-51
-2% -$13.1K 0.04% 176
2024
Q2 		$778K Sell
3,017
-142
-4% -$38K 0.04% 167
2024
Q1 		$957K Buy
3,159
+166
+6% +$47.9K 0.05% 152
2023
Q4 		$788K Buy
2,993
+161
+6% +$36.4K 0.04% 164
2023
Q3 		$570K Buy
2,832
+347
+14% +$75K 0.04% 174
2023
Q2 		$524K Buy
2,485
+306
+14% +$62.5K 0.03% 191
2023
Q1 		$435K Sell
2,179
-942
-30% -$159K 0.03% 204
2022
Q4 		$417K Sell
3,121
-379
-11% -$55.3K 0.03% 202
2022
Q3 		$502K Buy
3,500
+14
+0.4% +$2.37K 0.04% 166
2022
Q2 		$575K Hold
3,486
– – 0.04% 157
2022
Q1 		$738K Buy
3,486
+469
+16% +$101K 0.05% 153
2021
Q4 		$770K Buy
3,017
+22
+0.7% +$6.18K 0.05% 159
2021
Q3 		$806K Hold
2,995
– – 0.05% 147
2021
Q2 		$731K Buy
2,995
+6
+0.2% +$1.38K 0.05% 155
2021
Q1 		$634K Sell
2,989
-369
-11% -$82.1K 0.04% 164
2020
Q4 		$748K Buy
3,358
+158
+5% +$38.4K 0.05% 148
2020
Q3 		$805K Buy
3,200
+155
+5% +$33.9K 0.07% 131
2020
Q2 		$570K Buy
3,045
+366
+14% +$61.7K 0.05% 153
2020
Q1 		$386K Buy
2,679
+616
+30% +$106K 0.04% 165
2019
Q4 		$336K Sell
2,063
-30
-1% -$4.7K 0.03% 203
2019
Q3 		$310K Buy
2,093
+574
+38% +$87.2K 0.03% 211
2019
Q2 		$230K Sell
1,519
-1,651
-52% -$259K 0.02% 241
2019
Q1 		$502K Buy
3,170
+115
+4% +$17.8K 0.05% 152
2018
Q4 		$418K Sell
3,055
-363
-11% -$49.9K 0.05% 154
2018
Q3 		$544K Hold
3,418
– – 0.06% 146
2018
Q2 		$466K Buy
3,418
+2,788
+443% +$356K 0.05% 160
2018
Q1 		$73K Hold
630
– – 0.01% 450
2017
Q4 		$64K Buy
630
+150
+31% +$15.3K 0.01% 489
2017
Q3 		$45K Buy
480
+90
+23% +$8.28K 0.01% 533
2017
Q2 		$34K Hold
390
– – 0.01% 580
2017
Q1 		$32K Hold
390
– – 0.01% 588
2016
Q4 		$27K Buy
390
+190
+95% +$13.8K ﹤0.01% 601
2016
Q3 		$14K Hold
200
– – ﹤0.01% 668
2016
Q2 		$16K Hold
200
– – ﹤0.01% 642
2016
Q1 		$15K Sell
200
-2,440
-92% -$168K ﹤0.01% 644
2015
Q4 		$207K Buy
+2,640
New +$206K 0.04% 263
2014
Q4 		– Sell
-182
Closed -$10K – 797
2014
Q3 		$10K Hold
182
– – ﹤0.01% 706
2014
Q2 		$11K Hold
182
– – ﹤0.01% 703
2014
Q1 		$10K Hold
182
– – ﹤0.01% 697
2013
Q4 		$10K Buy
+182
New +$9.73K ﹤0.01% 690

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Smithfield Trust's CRM Position: Q1 2026 in Review

Smithfield Trust reduced its Salesforce (CRM) stake by 20% in Q1 2026, selling an estimated $93.2K and leaving 1,827 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #294.

Smithfield Trust first reported a position in CRM in Q4 2013 and has held it in 46 quarters since. The position peaked at $995K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Smithfield Trust held 1,827 shares of Salesforce worth $344K as of Q1 2026.
  • Smithfield Trust sold 450 Salesforce shares in Q1 2026, an estimated $93.2K.
  • Salesforce made up 0.02% of Smithfield Trust's portfolio in Q1 2026, its #294 holding.
  • Smithfield Trust first reported a position in Salesforce in Q4 2013 and has held it in 46 quarters since.
  • Smithfield Trust's Salesforce position peaked at $995K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.