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Douglass Winthrop Advisors’s Salesforce CRM Stock Holding History

Douglass Winthrop Advisors’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 		$1.62M Sell
8,680
-1,230
-12% -$255K 0.03% 129
2025
Q4 		$2.63M Buy
9,910
+191
+2% +$47.5K 0.05% 105
2025
Q3 		$2.3M Buy
9,719
+95
+1% +$24K 0.04% 110
2025
Q2 		$2.62M Sell
9,624
-162
-2% -$43.3K 0.05% 101
2025
Q1 		$2.63M Sell
9,786
-760
-7% -$236K 0.05% 97
2024
Q4 		$3.53M Buy
10,546
+53
+0.5% +$16.9K 0.07% 88
2024
Q3 		$2.87M Sell
10,493
-501
-5% -$128K 0.05% 94
2024
Q2 		$2.83M Sell
10,994
-656
-6% -$176K 0.06% 88
2024
Q1 		$3.51M Buy
11,650
+107
+0.9% +$30.9K 0.07% 84
2023
Q4 		$3.04M Sell
11,543
-165
-1% -$37.3K 0.07% 82
2023
Q3 		$2.37M Buy
11,708
+295
+3% +$63.7K 0.06% 87
2023
Q2 		$2.41M Buy
11,413
+3,660
+47% +$747K 0.06% 90
2023
Q1 		$1.55M Sell
7,753
-31,815
-80% -$5.37M 0.04% 105
2022
Q4 		$5.25M Sell
39,568
-2,822
-7% -$412K 0.14% 66
2022
Q3 		$6.1M Sell
42,390
-1,172
-3% -$199K 0.18% 50
2022
Q2 		$7.19M Sell
43,562
-1,426
-3% -$252K 0.2% 45
2022
Q1 		$9.55M Buy
44,988
+3,043
+7% +$655K 0.23% 43
2021
Q4 		$10.7M Buy
41,945
+4,366
+12% +$1.23M 0.24% 45
2021
Q3 		$10.2M Buy
37,579
+4,456
+13% +$1.13M 0.25% 43
2021
Q2 		$8.09M Buy
33,123
+2,635
+9% +$607K 0.2% 42
2021
Q1 		$6.46M Buy
30,488
+6,449
+27% +$1.44M 0.17% 51
2020
Q4 		$5.35M Buy
24,039
+3,722
+18% +$905K 0.15% 55
2020
Q3 		$5.11M Buy
20,317
+3,728
+22% +$816K 0.17% 55
2020
Q2 		$3.11M Buy
16,589
+835
+5% +$141K 0.12% 65
2020
Q1 		$2.27M Sell
15,754
-122
-0.8% -$20.9K 0.1% 74
2019
Q4 		$2.58M Buy
15,876
+1,170
+8% +$183K 0.09% 82
2019
Q3 		$2.18M Buy
14,706
+2,100
+17% +$319K 0.08% 84
2019
Q2 		$1.91M Sell
12,606
-177
-1% -$27.7K 0.08% 88
2019
Q1 		$2.02M Sell
12,783
-6
-0% -$930 0.09% 87
2018
Q4 		$1.75M Buy
12,789
+2,377
+23% +$327K 0.09% 96
2018
Q3 		$1.66M Buy
10,412
+154
+2% +$22.9K 0.07% 99
2018
Q2 		$1.4M Sell
10,258
-540
-5% -$68.9K 0.06% 124
2018
Q1 		$1.26M Buy
10,798
+3,303
+44% +$379K 0.06% 133
2017
Q4 		$766K Sell
7,495
-190
-2% -$19.4K 0.04% 143
2017
Q3 		$718K Buy
7,685
+106
+1% +$9.75K 0.04% 144
2017
Q2 		$656K Buy
7,579
+620
+9% +$54K 0.04% 149
2017
Q1 		$574K Hold
6,959
– – 0.04% 154
2016
Q4 		$476K Sell
6,959
-645
-8% -$46.8K 0.03% 161
2016
Q3 		$542K Buy
7,604
+2,834
+59% +$221K 0.04% 150
2016
Q2 		$379K Buy
4,770
+65
+1% +$5.1K 0.03% 172
2016
Q1 		$347K Buy
4,705
+1,425
+43% +$98.1K 0.03% 176
2015
Q4 		$257K Buy
+3,280
New +$256K 0.02% 201

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

Douglass Winthrop Advisors's CRM Position: Q1 2026 in Review

Douglass Winthrop Advisors reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $255K and leaving 8,680 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #129.

Douglass Winthrop Advisors first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.7M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Douglass Winthrop Advisors held 8,680 shares of Salesforce worth $1.62M as of Q1 2026.
  • Douglass Winthrop Advisors sold 1,230 Salesforce shares in Q1 2026, an estimated $255K.
  • Salesforce made up 0.03% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #129 holding.
  • Douglass Winthrop Advisors first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
  • Douglass Winthrop Advisors's Salesforce position peaked at $10.7M in Q4 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.