B&D White Capital Company’s Salesforce CRM Stock Holding History

B&D White Capital Company’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	$1.22M	Buy	7,800 +6,200	+388%	+$1.09M	0.12%	65
2026 Q1	$299K	Buy	+1,600	New	+$332K	0.04%	66
2025 Q4	–	Sell	-12,950	Closed	-$3.07M	–	76
2025 Q3	$3.07M	Buy	+12,950	New	+$3.27M	0.39%	40
2023 Q1	–	Sell	-12,600	Closed	-$1.67M	–	65
2022 Q4	$1.67M	Buy	+12,600	New	+$1.84M	0.42%	34
2021 Q4	–	Sell	-5,075	Closed	-$1.38M	–	55
2021 Q3	$1.38M	Buy	+5,075	New	+$1.29M	0.53%	38

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

B&D White Capital Company's CRM Position: Q2 2026 in Review

B&D White Capital Company increased its Salesforce (CRM) stake by 388% in Q2 2026, buying an estimated $1.09M and bringing the position to 7,800 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #65.

B&D White Capital Company first reported a position in CRM in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.07M in Q3 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

B&D White Capital Company held 7,800 shares of Salesforce worth $1.22M as of Q2 2026.
B&D White Capital Company bought 6,200 Salesforce shares in Q2 2026, an estimated $1.09M.
Salesforce made up 0.12% of B&D White Capital Company's portfolio in Q2 2026, its #65 holding.
B&D White Capital Company first reported a position in Salesforce in Q3 2021 and has held it in 5 quarters since.
B&D White Capital Company's Salesforce position peaked at $3.07M in Q3 2025.
2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.