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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
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 $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

Blalock Williams's CRM Position: Q1 2026 in Review

Blalock Williams increased its Salesforce (CRM) stake by 8.5% in Q1 2026, buying an estimated $17.6K and bringing the position to 1,081 shares worth $202K. The position accounts for 0.16% of the portfolio, ranked #143.

Blalock Williams first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Blalock Williams held 1,081 shares of Salesforce worth $202K as of Q1 2026.
  • Blalock Williams bought 85 Salesforce shares in Q1 2026, an estimated $17.6K.
  • Salesforce made up 0.16% of Blalock Williams's portfolio in Q1 2026, its #143 holding.
  • Blalock Williams first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
  • Blalock Williams's Salesforce position peaked at $264K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.