Trinity Financial Advisors’s Salesforce CRM Stock Holding History

Trinity Financial 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	–	Sell	-1,249	Closed	-$331K	–	92
2025 Q4	$331K	Hold	1,249	–	–	0.09%	71
2025 Q3	$297K	Hold	1,249	–	–	0.09%	77
2025 Q2	$341K	Hold	1,249	–	–	0.1%	70
2025 Q1	$319K	Buy	1,249 +31	+3%	+$9.64K	0.11%	66
2024 Q4	$403K	Buy	1,218 +216	+22%	+$68.9K	0.15%	51
2024 Q3	$258K	Hold	1,002	–	–	0.12%	69
2024 Q2	$258K	Hold	1,002	–	–	0.12%	69
2024 Q1	$302K	Hold	1,002	–	–	0.14%	55
2023 Q4	$264K	Hold	1,002	–	–	0.13%	61
2023 Q3	$203K	Sell	1,002 -37	-4%	-$7.99K	0.11%	70
2023 Q2	$219K	Buy	+1,039	New	+$212K	0.12%	73

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Trinity Financial Advisors's CRM Position: Q1 2026 in Review

Trinity Financial Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,249 shares — an estimated $331K sold.

Trinity Financial Advisors first reported a position in CRM in Q2 2023 and held it in 11 quarters. The position peaked at $403K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Trinity Financial Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Trinity Financial Advisors sold 1,249 Salesforce shares in Q1 2026, an estimated $331K.
Trinity Financial Advisors first reported a position in Salesforce in Q2 2023 and held it in 11 quarters.
Trinity Financial Advisors's Salesforce position peaked at $403K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Trinity Financial Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.