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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 		– Sell
-5,000
Closed -$933K – 407
2026
Q1 		$933K Buy
+5,000
New +$1.04M 0.04% 199

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 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. 401 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.
  • 401 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.