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Triavera Capital’s Salesforce CRM Stock Holding History

Triavera Capital’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
Q4 		– Sell
-24,073
Closed -$5.71M – 20
2025
Q3 		$5.71M Hold
24,073
– – 2.78% 18
2025
Q2 		$6.56M Hold
24,073
– – 3.46% 15
2025
Q1 		$6.46M Buy
24,073
+1,500
+7% +$467K 3.7% 16
2024
Q4 		$7.55M Buy
+22,573
New +$7.2M 4.11% 16

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Triavera Capital's CRM Position: Q4 2025 in Review

Triavera Capital sold out of Salesforce (CRM) in Q4 2025, closing a stake of 24,073 shares — an estimated $5.71M sold.

Triavera Capital first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $7.55M in Q4 2024. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Triavera Capital reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Triavera Capital sold 24,073 Salesforce shares in Q4 2025, an estimated $5.71M.
  • Triavera Capital first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
  • Triavera Capital's Salesforce position peaked at $7.55M in Q4 2024.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Triavera Capital's 13F filing for Q4 2025, filed 17 Feb 2026.