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 Q3	$246K	Buy	+1,068	New	+$220K	0.06%	89
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%	+$9.6K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Trinity Financial Advisors's CRM Position: Q3 2026 in Review

Trinity Financial Advisors opened a new position in Salesforce (CRM) in Q3 2026: 1,068 shares worth $246K. The stake represents 0.06% of the portfolio and ranks #89 among its holdings. This is a return to the name: Trinity Financial Advisors previously reported a position in CRM as recently as Q4 2025.

Trinity Financial Advisors first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $403K in Q4 2024. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Trinity Financial Advisors held 1,068 shares of Salesforce worth $246K as of Q3 2026.
Salesforce was a new Trinity Financial Advisors position in Q3 2026.
Salesforce made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #89 holding.
Trinity Financial Advisors first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
Trinity Financial Advisors's Salesforce position peaked at $403K in Q4 2024.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.