Petrus Trust Company, Lta / CRM
Petrus Trust Company, Lta’s Salesforce Inc Position
Does Petrus Trust Company, Lta own Salesforce Inc (CRM)? Yes — 99.1K shares worth $19M (+2.02% of its 13F portfolio) as of Q1 2026, down from 133.1K shares the prior filed quarter.
Position Value
$19M
Q1 2026
Shares
99.1K
% of Portfolio
+2.02%
Quarters Held
28
currently held
Position History CRM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 99.1K | $19M | +2.02% |
| Q4 2025 | 133.1K | $35M | +3.57% |
| Q3 2025 | 152.1K | $36M | +3.95% |
| Q2 2025 | 127.8K | $35M | +3.62% |
| Q1 2025 | 179.8K | $48M | +4.50% |
| Q4 2024 | 152.5K | $51M | +4.93% |
| Q3 2024 | 226.1K | $62M | +6.03% |
| Q2 2024 | 235.8K | $61M | +5.66% |
| Q1 2024 | 200.8K | $60M | +5.47% |
| Q4 2023 | 214.3K | $56M | +5.35% |
| Q3 2023 | 214.3K | $43M | +4.65% |
| Q2 2023 | 189.3K | $40M | +4.50% |
| Q1 2023 | 279.3K | $56M | +6.77% |
| Q4 2022 | 279.3K | $37M | +4.70% |
| Q3 2022 | 205.3K | $30M | +4.20% |
| Q2 2022 | 204.4K | $34M | +4.82% |
| Q1 2022 | 179.3K | $38M | +4.87% |
| Q4 2021 | 177.9K | $45M | +5.28% |
| Q3 2021 | 177.7K | $48M | +5.34% |
| Q2 2021 | 177.3K | $43M | +4.57% |
| Q1 2021 | 177.3K | $38M | +3.60% |
| Q4 2020 | 164.9K | $37M | +3.64% |
| Q3 2020 | 159.8K | $40M | +4.19% |
| Q2 2020 | 159.8K | $30M | +3.49% |
| Q1 2020 | 159.8K | $23M | +3.30% |
| Q3 2019 | 1.6K | $237,000 | +0.04% |
| Q2 2019 | 2.3K | $348,000 | +0.06% |
| Q1 2019 | 1.3K | $206,000 | +0.04% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Petrus Trust Company, Lta’s full portfolio or all institutional holders of CRM.