BDWCC
CRM icon

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
2023
Q1 		– Sell
-12,500
Closed -$1.66M – 64
2022
Q4 		$1.66M Buy
+12,500
New +$1.82M 0.41% 35

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

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.