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Truvestments Capital’s Salesforce CRM Stock Holding History

Truvestments Capital’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 		$207K Sell
1,107
-111
-9% -$23K 0.04% 306
2025
Q4 		$323K Sell
1,218
-132
-10% -$32.8K 0.06% 239
2025
Q3 		$320K Buy
1,350
+18
+1% +$4.54K 0.06% 240
2025
Q2 		$363K Sell
1,332
-106
-7% -$28.3K 0.07% 189
2025
Q1 		$386K Sell
1,438
-915
-39% -$285K 0.08% 172
2024
Q4 		$787K Buy
2,353
+77
+3% +$24.6K 0.2% 103
2024
Q3 		$623K Buy
2,276
+349
+18% +$89.4K 0.17% 107
2024
Q2 		$495K Sell
1,927
-7
-0.4% -$1.87K 0.2% 115
2024
Q1 		$582K Buy
1,934
+84
+5% +$24.2K 0.22% 97
2023
Q4 		$487K Sell
1,850
-226
-11% -$51.1K 0.22% 85
2023
Q3 		$421K Buy
2,076
+70
+3% +$15.1K 0.22% 83
2023
Q2 		$424K Sell
2,006
-23
-1% -$4.7K 0.21% 87
2023
Q1 		$405K Sell
2,029
-513
-20% -$86.7K 0.22% 88
2022
Q4 		$337K Buy
2,542
+417
+20% +$60.8K 0.19% 101
2022
Q3 		$306K Sell
2,125
-38
-2% -$6.44K 0.19% 112
2022
Q2 		$357K Sell
2,163
-55
-2% -$9.72K 0.21% 106
2022
Q1 		$471K Buy
2,218
+40
+2% +$8.61K 0.26% 93
2021
Q4 		$553K Buy
2,178
+270
+14% +$75.9K 0.28% 87
2021
Q3 		$517K Buy
1,908
+93
+5% +$23.6K 0.29% 90
2021
Q2 		$443K Sell
1,815
-200
-10% -$46.1K 0.24% 106
2021
Q1 		$427K Buy
2,015
+467
+30% +$104K 0.24% 113
2020
Q4 		$344K Buy
1,548
+150
+11% +$36.5K 0.24% 121
2020
Q3 		$351K Buy
1,398
+314
+29% +$68.7K 0.32% 89
2020
Q2 		$202K Buy
1,084
+977
+913% +$165K 0.21% 90
2020
Q1 		$15K Sell
107
-3,578
-97% -$613K 0.02% 295
2019
Q4 		$599K Buy
3,685
+227
+7% +$35.6K 0.41% 78
2019
Q3 		$513K Buy
3,458
+1,017
+42% +$155K 0.33% 81
2019
Q2 		$370K Buy
2,441
+1,855
+317% +$291K 0.25% 91
2019
Q1 		$93K Buy
+586
New +$90.8K 0.07% 169
2018
Q3 		$78K Buy
+489
New +$72.6K 0.04% 295

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

Truvestments Capital's CRM Position: Q1 2026 in Review

Truvestments Capital reduced its Salesforce (CRM) stake by 9.1% in Q1 2026, selling an estimated $23K and leaving 1,107 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #306.

Truvestments Capital first reported a position in CRM in Q3 2018 and has held it in 30 quarters since. The position peaked at $787K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Truvestments Capital held 1,107 shares of Salesforce worth $207K as of Q1 2026.
  • Truvestments Capital sold 111 Salesforce shares in Q1 2026, an estimated $23K.
  • Salesforce made up 0.04% of Truvestments Capital's portfolio in Q1 2026, its #306 holding.
  • Truvestments Capital first reported a position in Salesforce in Q3 2018 and has held it in 30 quarters since.
  • Truvestments Capital's Salesforce position peaked at $787K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.