Duncan Williams Asset Management’s Salesforce CRM Stock Holding History

Duncan Williams Asset 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 Q1	–	Sell	-5,067	Closed	-$1.01M	–	158
2025 Q4	$1.01M	Buy	5,067 +1,424	+39%	+$354K	0.25%	59
2025 Q3	$863K	Buy	3,643 +27	+0.7%	+$6.81K	0.24%	65
2025 Q2	$986K	Buy	3,616 +480	+15%	+$128K	0.31%	51
2025 Q1	$842K	Buy	3,136 +589	+23%	+$183K	0.3%	57
2024 Q4	$852K	Buy	2,547 +253	+11%	+$80.7K	0.34%	54
2024 Q3	$628K	Buy	+2,294	New	+$588K	0.35%	54

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Duncan Williams Asset Management's CRM Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 5,067 shares — an estimated $1.01M sold.

Duncan Williams Asset Management first reported a position in CRM in Q3 2024 and held it in 6 quarters. The position peaked at $1.01M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Duncan Williams Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Duncan Williams Asset Management sold 5,067 Salesforce shares in Q1 2026, an estimated $1.01M.
Duncan Williams Asset Management first reported a position in Salesforce in Q3 2024 and held it in 6 quarters.
Duncan Williams Asset Management's Salesforce position peaked at $1.01M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.