Truist Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.9M | Sell |
228,978
-73,165
| -24% | -$12.9M | 0.04% | 313 |
|
|
2026
Q1 | $56.4M | Sell |
302,143
-63,440
| -17% | -$13.1M | 0.08% | 219 |
|
|
2025
Q4 | $96.8M | Sell |
365,583
-104,026
| -22% | -$25.9M | 0.13% | 152 |
|
|
2025
Q3 | $111M | Sell |
469,609
-67,031
| -12% | -$16.9M | 0.15% | 137 |
|
|
2025
Q2 | $146M | Buy |
536,640
+126,289
| +31% | +$33.8M | 0.21% | 99 |
|
|
2025
Q1 | $110M | Sell |
410,351
-12,247
| -3% | -$3.81M | 0.18% | 128 |
|
|
2024
Q4 | $141M | Buy |
422,598
+26,160
| +7% | +$8.35M | 0.22% | 89 |
|
|
2024
Q3 | $109M | Sell |
396,438
-13,813
| -3% | -$3.54M | 0.17% | 117 |
|
|
2024
Q2 | $105M | Buy |
410,251
+2,897
| +0.7% | +$775K | 0.16% | 132 |
|
|
2024
Q1 | $123M | Buy |
407,354
+1,791
| +0.4% | +$517K | 0.19% | 116 |
|
|
2023
Q4 | $107M | Sell |
405,563
-36,499
| -8% | -$8.26M | 0.17% | 126 |
|
|
2023
Q3 | $89.6M | Buy |
442,062
+97,453
| +28% | +$21.1M | 0.15% | 142 |
|
|
2023
Q2 | $72.8M | Buy |
344,609
+4,104
| +1% | +$838K | 0.12% | 167 |
|
|
2023
Q1 | $68M | Buy |
340,505
+7,017
| +2% | +$1.19M | 0.12% | 175 |
|
|
2022
Q4 | $44.2M | Sell |
333,488
-89,907
| -21% | -$13.1M | 0.08% | 237 |
|
|
2022
Q3 | $60.9M | Sell |
423,395
-10,956
| -3% | -$1.86M | 0.12% | 173 |
|
|
2022
Q2 | $71.7M | Sell |
434,351
-41,029
| -9% | -$7.25M | 0.13% | 158 |
|
|
2022
Q1 | $101M | Buy |
475,380
+15,104
| +3% | +$3.25M | 0.16% | 137 |
|
|
2021
Q4 | $117M | Buy |
460,276
+17,146
| +4% | +$4.82M | 0.18% | 127 |
|
|
2021
Q3 | $120M | Buy |
443,130
+9,511
| +2% | +$2.42M | 0.2% | 124 |
|
|
2021
Q2 | $106M | Sell |
433,619
-10,741
| -2% | -$2.48M | 0.17% | 135 |
|
|
2021
Q1 | $94.1M | Buy |
444,360
+10,950
| +3% | +$2.44M | 0.16% | 142 |
|
|
2020
Q4 | $96.4M | Sell |
433,410
-52,001
| -11% | -$12.6M | 0.18% | 126 |
|
|
2020
Q3 | $122M | Buy |
485,411
+76,471
| +19% | +$16.7M | 0.27% | 92 |
|
|
2020
Q2 | $76.6M | Buy |
408,940
+89,211
| +28% | +$15M | 0.17% | 142 |
|
|
2020
Q1 | $46M | Buy |
319,729
+27,377
| +9% | +$4.69M | 0.12% | 183 |
|
|
2019
Q4 | $47.5M | Buy |
292,352
+257,877
| +748% | +$40.4M | 0.1% | 219 |
|
|
2019
Q3 | $5.12M | Buy |
34,475
+2,686
| +8% | +$408K | 0.09% | 225 |
|
|
2019
Q2 | $4.82M | Sell |
31,789
-2
| -0% | -$313 | 0.08% | 226 |
|
|
2019
Q1 | $5.04M | Buy |
31,791
+875
| +3% | +$136K | 0.09% | 218 |
|
|
2018
Q4 | $4.24M | Buy |
30,916
+1,639
| +6% | +$225K | 0.09% | 229 |
|
|
2018
Q3 | $4.66M | Buy |
29,277
+2,296
| +9% | +$341K | 0.08% | 247 |
|
|
2018
Q2 | $3.68M | Buy |
26,981
+3,579
| +15% | +$457K | 0.07% | 272 |
|
|
2018
Q1 | $2.72M | Buy |
23,402
+2,651
| +13% | +$304K | 0.05% | 317 |
|
|
2017
Q4 | $2.12M | Buy |
20,751
+533
| +3% | +$54.3K | 0.04% | 356 |
|
|
2017
Q3 | $1.89M | Buy |
20,218
+525
| +3% | +$48.3K | 0.04% | 366 |
|
|
2017
Q2 | $1.71M | Sell |
19,693
-772
| -4% | -$67.2K | 0.03% | 382 |
|
|
2017
Q1 | $1.69M | Sell |
20,465
-413
| -2% | -$33K | 0.03% | 386 |
|
|
2016
Q4 | $1.43M | Sell |
20,878
-1,131
| -5% | -$82.1K | 0.03% | 411 |
|
|
2016
Q3 | $1.57M | Sell |
22,009
-1,460
| -6% | -$114K | 0.03% | 403 |
|
|
2016
Q2 | $1.86M | Buy |
23,469
+465
| +2% | +$36.5K | 0.04% | 379 |
|
|
2016
Q1 | $1.7M | Sell |
23,004
-1,777
| -7% | -$122K | 0.04% | 341 |
|
|
2015
Q4 | $1.94M | Buy |
24,781
+1,766
| +8% | +$138K | 0.05% | 318 |
|
|
2015
Q3 | $1.6M | Sell |
23,015
-539
| -2% | -$38.2K | 0.04% | 346 |
|
|
2015
Q2 | $1.64M | Buy |
23,554
+987
| +4% | +$70.3K | 0.04% | 316 |
|
|
2015
Q1 | $1.51M | Buy |
22,567
+4,743
| +27% | +$294K | 0.04% | 327 |
|
|
2014
Q4 | $1.06M | Sell |
17,824
-639
| -3% | -$37.7K | 0.03% | 374 |
|
|
2014
Q3 | $1.06M | Buy |
18,463
+299
| +2% | +$16.8K | 0.03% | 366 |
|
|
2014
Q2 | $1.05M | Sell |
18,164
-143
| -0.8% | -$7.72K | 0.03% | 371 |
|
|
2014
Q1 | $1.04M | Sell |
18,307
-150
| -0.8% | -$8.97K | 0.03% | 368 |
|
|
2013
Q4 | $1.02M | Sell |
18,457
-1,210
| -6% | -$64.7K | 0.03% | 365 |
|
|
2013
Q3 | $1.02M | Sell |
19,667
-653
| -3% | -$29.6K | 0.04% | 334 |
|
|
2013
Q2 | $776K | Buy |
+20,320
| New | +$839K | 0.03% | 375 |
|
Other funds holding CRM
Truist Financial's CRM Position: Q2 2026 in Review
Truist Financial reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $12.9M and leaving 228,978 shares worth $35.9M. The position accounts for 0.04% of the portfolio, ranked #313.
Truist Financial first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $146M in Q2 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Truist Financial held 228,978 shares of Salesforce worth $35.9M as of Q2 2026.
- Truist Financial sold 73,165 Salesforce shares in Q2 2026, an estimated $12.9M.
- Salesforce made up 0.04% of Truist Financial's portfolio in Q2 2026, its #313 holding.
- Truist Financial first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- Truist Financial's Salesforce position peaked at $146M in Q2 2025.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.