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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

B&D White Capital Company's CRM Position: Q1 2026 in Review

B&D White Capital Company opened a new position in Salesforce (CRM) in Q1 2026: 1,600 shares worth $299K. The stake represents 0.04% of the portfolio and ranks #66 among its holdings. This is a return to the name: B&D White Capital Company previously reported a position in CRM as recently as Q3 2025.

B&D White Capital Company first reported a position in CRM in Q3 2021 and has held it in 4 quarters since. The position peaked at $3.07M in Q3 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

B&D White Capital Company held 1,600 shares of Salesforce worth $299K as of Q1 2026.
Salesforce was a new B&D White Capital Company position in Q1 2026.
Salesforce made up 0.04% of B&D White Capital Company's portfolio in Q1 2026, its #66 holding.
B&D White Capital Company first reported a position in Salesforce in Q3 2021 and has held it in 4 quarters since.
B&D White Capital Company's Salesforce position peaked at $3.07M in Q3 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on B&D White Capital Company's 13F filing for Q1 2026, filed 13 May 2026.