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Trivant Custom Portfolio Group’s Salesforce CRM Stock Holding History

Trivant Custom Portfolio Group’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 		$1.08M Buy
5,794
+11
+0.2% +$2.28K 0.59% 51
2025
Q4 		$1.53M Buy
5,783
+4
+0.1% +$994 0.88% 33
2025
Q3 		$1.37M Sell
5,779
-8
-0.1% -$2.02K 0.7% 43
2025
Q2 		$1.58M Sell
5,787
-42
-0.7% -$11.2K 0.87% 33
2025
Q1 		$1.56M Sell
5,829
-152
-3% -$47.3K 0.9% 32
2024
Q4 		$2M Sell
5,981
-103
-2% -$32.9K 1.17% 29
2024
Q3 		$1.67M Sell
6,084
-34
-0.6% -$8.71K 0.96% 32
2024
Q2 		$1.57M Sell
6,118
-4,129
-40% -$1.1M 0.97% 35
2024
Q1 		$3.09M Sell
10,247
-256
-2% -$73.9K 1.96% 23
2023
Q4 		$2.76M Sell
10,503
-43
-0.4% -$9.73K 1.84% 25
2023
Q3 		$2.14M Buy
10,546
+62
+0.6% +$13.4K 1.57% 31
2023
Q2 		$2.21M Buy
10,484
+501
+5% +$102K 1.56% 32
2023
Q1 		$1.99M Buy
+9,983
New +$1.69M 1.43% 33

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Trivant Custom Portfolio Group's CRM Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its Salesforce (CRM) stake by 0.19% in Q1 2026, buying an estimated $2.28K and bringing the position to 5,794 shares worth $1.08M. The position accounts for 0.59% of the portfolio, ranked #51.

Trivant Custom Portfolio Group first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.09M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Trivant Custom Portfolio Group held 5,794 shares of Salesforce worth $1.08M as of Q1 2026.
  • Trivant Custom Portfolio Group bought 11 Salesforce shares in Q1 2026, an estimated $2.28K.
  • Salesforce made up 0.59% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #51 holding.
  • Trivant Custom Portfolio Group first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Trivant Custom Portfolio Group's Salesforce position peaked at $3.09M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.