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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
Q2 		$918K Buy
5,859
+65
+1% +$11.4K 0.49% 61
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 $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

Trivant Custom Portfolio Group's CRM Position: Q2 2026 in Review

Trivant Custom Portfolio Group increased its Salesforce (CRM) stake by 1.1% in Q2 2026, buying an estimated $11.4K and bringing the position to 5,859 shares worth $918K. The position accounts for 0.49% of the portfolio, ranked #61.

Trivant Custom Portfolio Group first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.09M in Q1 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Trivant Custom Portfolio Group held 5,859 shares of Salesforce worth $918K as of Q2 2026.
  • Trivant Custom Portfolio Group bought 65 Salesforce shares in Q2 2026, an estimated $11.4K.
  • Salesforce made up 0.49% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #61 holding.
  • Trivant Custom Portfolio Group first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Trivant Custom Portfolio Group's Salesforce position peaked at $3.09M in Q1 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.