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Ironwood Investment Counsel’s Salesforce CRM Stock Holding History

Ironwood Investment Counsel’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 		$4.24M Buy
22,727
+17,919
+373% +$3.71M 0.61% 53
2025
Q4 		$1.27M Sell
4,808
-51
-1% -$12.7K 0.18% 108
2025
Q3 		$1.15M Sell
4,859
-159
-3% -$40.1K 0.17% 116
2025
Q2 		$1.37M Buy
5,018
+1,615
+47% +$432K 0.21% 103
2025
Q1 		$913K Buy
3,403
+79
+2% +$24.6K 0.16% 121
2024
Q4 		$1.11M Sell
3,324
-42
-1% -$13.4K 0.19% 112
2024
Q3 		$921K Sell
3,366
-19
-0.6% -$4.87K 0.15% 123
2024
Q2 		$870K Sell
3,385
-40
-1% -$10.7K 0.16% 126
2024
Q1 		$1.03M Sell
3,425
-184
-5% -$53.1K 0.18% 112
2023
Q4 		$950K Sell
3,609
-63
-2% -$14.3K 0.18% 118
2023
Q3 		$745K Buy
3,672
+2,287
+165% +$494K 0.16% 126
2023
Q2 		$293K Sell
1,385
-161
-10% -$32.9K 0.07% 170
2023
Q1 		$309K Buy
+1,546
New +$261K 0.07% 167

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

Ironwood Investment Counsel's CRM Position: Q1 2026 in Review

Ironwood Investment Counsel increased its Salesforce (CRM) stake by 373% in Q1 2026, buying an estimated $3.71M and bringing the position to 22,727 shares worth $4.24M. The position accounts for 0.61% of the portfolio, ranked #53.

Ironwood Investment Counsel first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ironwood Investment Counsel held 22,727 shares of Salesforce worth $4.24M as of Q1 2026.
  • Ironwood Investment Counsel bought 17,919 Salesforce shares in Q1 2026, an estimated $3.71M.
  • Salesforce made up 0.61% of Ironwood Investment Counsel's portfolio in Q1 2026, its #53 holding.
  • Ironwood Investment Counsel first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.