Trivest Advisors’s Salesforce CRM Stock Holding History

Trivest 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
2025 Q4	–	Sell	-30,000	Closed	-$7.11M	–	34
2025 Q3	$7.11M	Buy	+30,000	New	+$7.57M	0.23%	26
2025 Q2	–	Sell	-20,292	Closed	-$5.45M	–	40
2025 Q1	$5.45M	Sell	20,292 -287,208	-93%	-$89.3M	0.46%	16
2024 Q4	$103M	Sell	307,500 -52,500	-15%	-$16.8M	4.67%	7
2024 Q3	$98.5M	Buy	+360,000	New	+$92.2M	5.6%	8
2024 Q2	–	Sell	-344,000	Closed	-$104M	–	22
2024 Q1	$104M	Buy	344,000 +334,000	+3,340%	+$96.4M	3.64%	11
2023 Q4	$2.63M	Buy	+10,000	New	+$2.26M	0.12%	21
2023 Q3	–	Sell	-952,000	Closed	-$201M	–	22
2023 Q2	$201M	Buy	952,000 +707,000	+289%	+$144M	6.93%	5
2023 Q1	$48.9M	Buy	+245,000	New	+$41.4M	3.81%	7
2021 Q4	–	Sell	-459,000	Closed	-$124M	–	17
2021 Q3	$124M	Buy	459,000 +450,000	+5,000%	+$114M	14.61%	3
2021 Q2	$2.2M	Buy	+9,000	New	+$2.07M	0.22%	17

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trivest Advisors's CRM Position: Q4 2025 in Review

Trivest Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 30,000 shares — an estimated $7.11M sold.

Trivest Advisors first reported a position in CRM in Q2 2021 and held it in 10 quarters. The position peaked at $201M in Q2 2023. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Trivest Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Trivest Advisors sold 30,000 Salesforce shares in Q4 2025, an estimated $7.11M.
Trivest Advisors first reported a position in Salesforce in Q2 2021 and held it in 10 quarters.
Trivest Advisors's Salesforce position peaked at $201M in Q2 2023.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Trivest Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.