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Blalock Williams’s Salesforce CRM Stock Holding History

Blalock Williams’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 		– Sell
-1,081
Closed -$202K – 158
2026
Q1 		$202K Buy
1,081
+85
+9% +$17.6K 0.16% 143
2025
Q4 		$264K Buy
+996
New +$248K 0.21% 108
2025
Q3 		– Sell
-802
Closed -$219K – 137
2025
Q2 		$219K Sell
802
-92
-10% -$24.6K 0.22% 112
2025
Q1 		$240K Buy
894
+109
+14% +$33.9K 0.27% 94
2024
Q4 		$262K Buy
+785
New +$251K 0.31% 83

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

Blalock Williams's CRM Position: Q2 2026 in Review

Blalock Williams sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,081 shares — an estimated $202K sold.

Blalock Williams first reported a position in CRM in Q4 2024 and held it in 5 quarters. The position peaked at $264K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Blalock Williams reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Blalock Williams sold 1,081 Salesforce shares in Q2 2026, an estimated $202K.
  • Blalock Williams first reported a position in Salesforce in Q4 2024 and held it in 5 quarters.
  • Blalock Williams's Salesforce position peaked at $264K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.