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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
Q2 		$45.7K Sell
292
-26,569
-99% -$4.67M 0.01% 193
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 $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

Trifecta Capital Advisors's CRM Position: Q2 2026 in Review

Trifecta Capital Advisors reduced its Salesforce (CRM) stake by 99% in Q2 2026, selling an estimated $4.67M and leaving 292 shares worth $45.7K. The position accounts for 0.01% of the portfolio, ranked #193.

Trifecta Capital Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.05M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Trifecta Capital Advisors held 292 shares of Salesforce worth $45.7K as of Q2 2026.
  • Trifecta Capital Advisors sold 26,569 Salesforce shares in Q2 2026, an estimated $4.67M.
  • Salesforce made up 0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #193 holding.
  • Trifecta Capital Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's Salesforce position peaked at $8.05M in Q4 2024.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.