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Boltwood Capital Management’s Salesforce CRM Stock Holding History

Boltwood Capital Management’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 		$1.52M Buy
9,706
+490
+5% +$86.2K 0.35% 65
2026
Q1 		$1.72M Buy
9,216
+65
+0.7% +$13.5K 0.44% 57
2025
Q4 		$2.42M Sell
9,151
-85
-0.9% -$21.1K 0.63% 42
2025
Q3 		$2.19M Sell
9,236
-15
-0.2% -$3.78K 0.58% 45
2025
Q2 		$2.52M Sell
9,251
-14
-0.2% -$3.74K 0.72% 38
2025
Q1 		$2.49M Sell
9,265
-183
-2% -$56.9K 0.76% 36
2024
Q4 		$3.16M Sell
9,448
-185
-2% -$59K 0.96% 28
2024
Q3 		$2.64M Sell
9,633
-240
-2% -$61.5K 0.78% 34
2024
Q2 		$2.54M Sell
9,873
-169
-2% -$45.2K 0.79% 36
2024
Q1 		$3.02M Sell
10,042
-307
-3% -$88.6K 0.94% 30
2023
Q4 		$2.72M Sell
10,349
-22
-0.2% -$4.98K 0.9% 29
2023
Q3 		$2.1M Sell
10,371
-160
-2% -$34.6K 0.78% 39
2023
Q2 		$2.22M Buy
10,531
+5
+0% +$1.02K 0.8% 36
2023
Q1 		$2.1M Sell
10,526
-45
-0.4% -$7.6K 0.79% 37
2022
Q4 		$1.4M Sell
10,571
-147
-1% -$21.4K 0.57% 45
2022
Q3 		$1.54M Buy
10,718
+106
+1% +$18K 0.71% 42
2022
Q2 		$1.75M Sell
10,612
-300
-3% -$53K 0.76% 42
2022
Q1 		$2.32M Sell
10,912
-242
-2% -$52.1K 0.9% 39
2021
Q4 		$2.83M Buy
11,154
+69
+0.6% +$19.4K 1.05% 28
2021
Q3 		$3.01M Sell
11,085
-33
-0.3% -$8.38K 1.21% 22
2021
Q2 		$2.72M Sell
11,118
-143
-1% -$33K 1.13% 26
2021
Q1 		$2.39M Sell
11,261
-28
-0.2% -$6.23K 1.06% 27
2020
Q4 		$2.51M Sell
11,289
-575
-5% -$140K 1.22% 23
2020
Q3 		$2.98M Sell
11,864
-715
-6% -$157K 1.66% 13
2020
Q2 		$2.36M Sell
12,579
-330
-3% -$55.6K 1.42% 20
2020
Q1 		$1.86M Sell
12,909
-25
-0.2% -$4.29K 1.32% 24
2019
Q4 		$2.1M Buy
12,934
+99
+0.8% +$15.5K 1.18% 28
2019
Q3 		$1.91M Buy
12,835
+50
+0.4% +$7.6K 1.2% 29
2019
Q2 		$1.94M Hold
12,785
– – 1.24% 28
2019
Q1 		$2.02M Buy
12,785
+19
+0.1% +$2.94K 1.32% 25
2018
Q4 		$1.75M Sell
12,766
-361
-3% -$49.7K 1.2% 29
2018
Q3 		$2.09M Sell
13,127
-295
-2% -$43.8K 1.24% 24
2018
Q2 		$1.83M Sell
13,422
-40
-0.3% -$5.1K 1.19% 25
2018
Q1 		$1.56M Sell
13,462
-213
-2% -$24.5K 1.07% 31
2017
Q4 		$1.4M Buy
13,675
+60
+0.4% +$6.12K 0.85% 39
2017
Q3 		$1.27M Sell
13,615
-40
-0.3% -$3.68K 0.83% 41
2017
Q2 		$1.18M Buy
13,655
+60
+0.4% +$5.22K 0.8% 42
2017
Q1 		$1.12M Buy
13,595
+1,700
+14% +$136K 0.78% 40
2016
Q4 		$814K Buy
11,895
+550
+5% +$39.9K 0.62% 53
2016
Q3 		$809K Buy
11,345
+460
+4% +$35.9K 0.65% 54
2016
Q2 		$864K Buy
10,885
+685
+7% +$53.8K 0.72% 48
2016
Q1 		$753K Buy
10,200
+200
+2% +$13.8K 0.66% 52
2015
Q4 		$784K Buy
10,000
+650
+7% +$50.8K 0.72% 44
2015
Q3 		$649K Buy
9,350
+1,050
+13% +$74.4K 0.69% 48
2015
Q2 		$578K Buy
+8,300
New +$591K 0.57% 57

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Boltwood Capital Management's CRM Position: Q2 2026 in Review

Boltwood Capital Management increased its Salesforce (CRM) stake by 5.3% in Q2 2026, buying an estimated $86.2K and bringing the position to 9,706 shares worth $1.52M. The position accounts for 0.35% of the portfolio, ranked #65.

Boltwood Capital Management first reported a position in CRM in Q2 2015 and has held it in 45 quarters since. The position peaked at $3.16M in Q4 2024. 681 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Boltwood Capital Management held 9,706 shares of Salesforce worth $1.52M as of Q2 2026.
  • Boltwood Capital Management bought 490 Salesforce shares in Q2 2026, an estimated $86.2K.
  • Salesforce made up 0.35% of Boltwood Capital Management's portfolio in Q2 2026, its #65 holding.
  • Boltwood Capital Management first reported a position in Salesforce in Q2 2015 and has held it in 45 quarters since.
  • Boltwood Capital Management's Salesforce position peaked at $3.16M in Q4 2024.
  • 681 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.