Truvestments Capital’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 | $124K | Sell |
792
-315
| -28% | -$55.4K | 0.02% | 377 |
|
|
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
Truvestments Capital's CRM Position: Q2 2026 in Review
Truvestments Capital reduced its Salesforce (CRM) stake by 28% in Q2 2026, selling an estimated $55.4K and leaving 792 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #377.
Truvestments Capital first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $787K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Truvestments Capital held 792 shares of Salesforce worth $124K as of Q2 2026.
- Truvestments Capital sold 315 Salesforce shares in Q2 2026, an estimated $55.4K.
- Salesforce made up 0.02% of Truvestments Capital's portfolio in Q2 2026, its #377 holding.
- Truvestments Capital first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
- Truvestments Capital's Salesforce position peaked at $787K in Q4 2024.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.