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Trivium Point Advisory’s Salesforce CRM Stock Holding History

Trivium Point Advisory’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 		$1.6M Sell
8,556
-3,794
-31% -$786K 0.29% 86
2025
Q4 		$3.27M Sell
12,350
-224
-2% -$55.7K 0.33% 79
2025
Q3 		$2.98M Buy
12,574
+103
+0.8% +$26K 0.3% 82
2025
Q2 		$3.4M Sell
12,471
-230
-2% -$61.5K 0.37% 72
2025
Q1 		$3.41M Buy
12,701
+313
+3% +$97.4K 0.42% 69
2024
Q4 		$4.14M Buy
12,388
+967
+8% +$309K 0.52% 51
2024
Q3 		$3.9M Sell
11,421
-174
-2% -$44.6K 0.54% 54
2024
Q2 		$2.98M Buy
11,595
+461
+4% +$123K 0.44% 69
2024
Q1 		$3.35M Buy
11,134
+1,442
+15% +$416K 0.72% 42
2023
Q4 		$2.55M Buy
9,692
+5,963
+160% +$1.35M 0.62% 53
2023
Q3 		$745K Buy
3,729
+127
+4% +$27.4K 0.21% 123
2023
Q2 		$761K Sell
3,602
-101
-3% -$20.6K 0.21% 128
2023
Q1 		$740K Buy
3,703
+9
+0.2% +$1.52K 0.2% 128
2022
Q4 		$519K Sell
3,694
-57
-2% -$8.32K 0.15% 140
2022
Q3 		$583K Sell
3,751
-151
-4% -$25.6K 0.18% 135
2022
Q2 		$689K Sell
3,902
-2,661
-41% -$470K 0.21% 130
2022
Q1 		$1.32M Buy
6,563
+2,325
+55% +$500K 0.29% 108
2021
Q4 		$1.08M Sell
4,238
-37
-0.9% -$10.4K 0.23% 123
2021
Q3 		$1.17M Buy
4,275
+367
+9% +$93.2K 0.28% 116
2021
Q2 		$955K Buy
3,908
+1,327
+51% +$306K 0.24% 127
2021
Q1 		$547K Sell
2,581
-93
-3% -$20.7K 0.15% 139
2020
Q4 		$583K Buy
2,674
+313
+13% +$76.1K 0.17% 133
2020
Q3 		$593K Buy
2,361
+698
+42% +$153K 0.21% 115
2020
Q2 		$329K Buy
+1,663
New +$280K 0.13% 132

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

Trivium Point Advisory's CRM Position: Q1 2026 in Review

Trivium Point Advisory reduced its Salesforce (CRM) stake by 31% in Q1 2026, selling an estimated $786K and leaving 8,556 shares worth $1.6M. The position accounts for 0.29% of the portfolio, ranked #86.

Trivium Point Advisory first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.14M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Trivium Point Advisory held 8,556 shares of Salesforce worth $1.6M as of Q1 2026.
  • Trivium Point Advisory sold 3,794 Salesforce shares in Q1 2026, an estimated $786K.
  • Salesforce made up 0.29% of Trivium Point Advisory's portfolio in Q1 2026, its #86 holding.
  • Trivium Point Advisory first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Trivium Point Advisory's Salesforce position peaked at $4.14M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.