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Trifecta Capital Advisors’s Salesforce CRM Stock Holding History

Trifecta Capital Advisors’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 		$5.01M Sell
26,861
-272
-1% -$56.4K 0.78% 42
2025
Q4 		$7.19M Buy
27,133
+147
+0.5% +$36.5K 1.06% 30
2025
Q3 		$6.4M Buy
26,986
+480
+2% +$121K 0.97% 34
2025
Q2 		$7.23M Buy
26,506
+2,024
+8% +$541K 1.2% 30
2025
Q1 		$6.57M Buy
24,482
+411
+2% +$128K 1.38% 25
2024
Q4 		$8.05M Buy
24,071
+771
+3% +$246K 1.59% 19
2024
Q3 		$6.38M Buy
23,300
+308
+1% +$78.9K 1.33% 20
2024
Q2 		$5.91M Buy
22,992
+493
+2% +$132K 1.31% 19
2024
Q1 		$6.78M Buy
22,499
+879
+4% +$254K 1.65% 16
2023
Q4 		$5.69M Buy
21,620
+639
+3% +$145K 1.57% 16
2023
Q3 		$4.25M Buy
20,981
+734
+4% +$159K 1.37% 19
2023
Q2 		$4.28M Buy
20,247
+605
+3% +$124K 1.38% 19
2023
Q1 		$3.92M Buy
19,642
+175
+0.9% +$29.6K 1.38% 20
2022
Q4 		$2.58M Buy
+19,467
New +$2.84M 1.03% 28

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

Trifecta Capital Advisors's CRM Position: Q1 2026 in Review

Trifecta Capital Advisors reduced its Salesforce (CRM) stake by 1% in Q1 2026, selling an estimated $56.4K and leaving 26,861 shares worth $5.01M. The position accounts for 0.78% of the portfolio, ranked #42.

Trifecta Capital Advisors first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.05M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Trifecta Capital Advisors held 26,861 shares of Salesforce worth $5.01M as of Q1 2026.
  • Trifecta Capital Advisors sold 272 Salesforce shares in Q1 2026, an estimated $56.4K.
  • Salesforce made up 0.78% of Trifecta Capital Advisors's portfolio in Q1 2026, its #42 holding.
  • Trifecta Capital Advisors first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Trifecta Capital Advisors's Salesforce position peaked at $8.05M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.