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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
Q2 		$1.46M Buy
9,299
+743
+9% +$131K 0.13% 149
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 $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

Trivium Point Advisory's CRM Position: Q2 2026 in Review

Trivium Point Advisory increased its Salesforce (CRM) stake by 8.7% in Q2 2026, buying an estimated $131K and bringing the position to 9,299 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #149.

Trivium Point Advisory first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.14M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Trivium Point Advisory held 9,299 shares of Salesforce worth $1.46M as of Q2 2026.
  • Trivium Point Advisory bought 743 Salesforce shares in Q2 2026, an estimated $131K.
  • Salesforce made up 0.13% of Trivium Point Advisory's portfolio in Q2 2026, its #149 holding.
  • Trivium Point Advisory first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Trivium Point Advisory's Salesforce position peaked at $4.14M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.