BDWCC
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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
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. 2,484 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.
  • 2,484 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.