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Trilogy Capital’s Salesforce CRM Stock Holding History

Trilogy 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
2026
Q2 		$269K Sell
1,719
-968
-36% -$170K 0.01% 352
2026
Q1 		$502K Buy
2,687
+760
+39% +$157K 0.02% 263
2025
Q4 		$510K Buy
1,927
+13
+0.7% +$3.23K 0.02% 249
2025
Q3 		$454K Sell
1,914
-57
-3% -$14.4K 0.02% 260
2025
Q2 		$537K Sell
1,971
-34
-2% -$9.09K 0.03% 229
2025
Q1 		$538K Buy
2,005
+225
+13% +$70K 0.03% 216
2024
Q4 		$595K Buy
1,780
+24
+1% +$7.66K 0.03% 209
2024
Q3 		$481K Buy
1,756
+162
+10% +$41.5K 0.02% 226
2024
Q2 		$410K Buy
1,594
+337
+27% +$90.2K 0.02% 232
2024
Q1 		$379K Buy
+1,257
New +$363K 0.02% 228
2018
Q4 		– Sell
-5
Closed -$1K – 215
2018
Q3 		$1K Hold
5
– – ﹤0.01% 543
2018
Q2 		$1K Buy
+5
New +$638 ﹤0.01% 505

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

Trilogy Capital's CRM Position: Q2 2026 in Review

Trilogy Capital reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $170K and leaving 1,719 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #352.

Trilogy Capital first reported a position in CRM in Q2 2018 and has held it in 12 quarters since. The position peaked at $595K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Trilogy Capital held 1,719 shares of Salesforce worth $269K as of Q2 2026.
  • Trilogy Capital sold 968 Salesforce shares in Q2 2026, an estimated $170K.
  • Salesforce made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #352 holding.
  • Trilogy Capital first reported a position in Salesforce in Q2 2018 and has held it in 12 quarters since.
  • Trilogy Capital's Salesforce position peaked at $595K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.