Locust Wood Capital Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-338,038
| Closed | -$89.5M | – | 34 |
|
|
2025
Q4 | $89.5M | Buy |
338,038
+94,597
| +39% | +$23.5M | 2.16% | 21 |
|
|
2025
Q3 | $57.7M | Sell |
243,441
-182,479
| -43% | -$46M | 1.44% | 25 |
|
|
2025
Q2 | $116M | Buy |
425,920
+40,468
| +10% | +$10.8M | 3.09% | 15 |
|
|
2025
Q1 | $103M | Buy |
385,452
+85,204
| +28% | +$26.5M | 3.28% | 13 |
|
|
2024
Q4 | $100M | Sell |
300,248
-3,278
| -1% | -$1.05M | 3.46% | 12 |
|
|
2024
Q3 | $83.1M | Buy |
303,526
+21,546
| +8% | +$5.52M | 2.78% | 19 |
|
|
2024
Q2 | $72.5M | Buy |
281,980
+45,061
| +19% | +$12.1M | 2.6% | 22 |
|
|
2024
Q1 | $71.4M | Buy |
236,919
+15,974
| +7% | +$4.61M | 2.56% | 17 |
|
|
2023
Q4 | $58.1M | Sell |
220,945
-63,042
| -22% | -$14.3M | 2.21% | 23 |
|
|
2023
Q3 | $57.6M | Buy |
283,987
+6,357
| +2% | +$1.37M | 2.45% | 20 |
|
|
2023
Q2 | $58.7M | Sell |
277,630
-54,114
| -16% | -$11M | 2.72% | 19 |
|
|
2023
Q1 | $66.3M | Buy |
331,744
+51,370
| +18% | +$8.68M | 3.88% | 6 |
|
|
2022
Q4 | $37.2M | Buy |
280,374
+16,970
| +6% | +$2.48M | 2.08% | 21 |
|
|
2022
Q3 | $37.9M | Buy |
263,404
+27,775
| +12% | +$4.71M | 2.61% | 17 |
|
|
2022
Q2 | $38.9M | Buy |
235,629
+11,502
| +5% | +$2.03M | 2.4% | 19 |
|
|
2022
Q1 | $47.6M | Buy |
224,127
+7,475
| +3% | +$1.61M | 2.61% | 17 |
|
|
2021
Q4 | $55.1M | Buy |
216,652
+950
| +0.4% | +$267K | 2.75% | 17 |
|
|
2021
Q3 | $58.5M | Buy |
215,702
+1,239
| +0.6% | +$315K | 3.18% | 9 |
|
|
2021
Q2 | $52.4M | Buy |
214,463
+13,787
| +7% | +$3.18M | 3.01% | 11 |
|
|
2021
Q1 | $42.5M | Buy |
200,676
+54,086
| +37% | +$12M | 2.5% | 19 |
|
|
2020
Q4 | $32.6M | Sell |
146,590
-34,710
| -19% | -$8.44M | 1.86% | 21 |
|
|
2020
Q3 | $45.6M | Sell |
181,300
-73,930
| -29% | -$16.2M | 2.94% | 9 |
|
|
2020
Q2 | $47.8M | Buy |
255,230
+13,805
| +6% | +$2.33M | 2.97% | 8 |
|
|
2020
Q1 | $34.8M | Sell |
241,425
-54,690
| -18% | -$9.38M | 2.94% | 10 |
|
|
2019
Q4 | $48.2M | Buy |
296,115
+39,450
| +15% | +$6.18M | 3.57% | 7 |
|
|
2019
Q3 | $38.1M | Buy |
256,665
+23,625
| +10% | +$3.59M | 3.21% | 13 |
|
|
2019
Q2 | $35.4M | Buy |
233,040
+55,560
| +31% | +$8.71M | 2.61% | 14 |
|
|
2019
Q1 | $28.1M | Sell |
177,480
-440
| -0.2% | -$68.2K | 2.2% | 20 |
|
|
2018
Q4 | $24.4M | Buy |
177,920
+66,405
| +60% | +$9.13M | 1.88% | 20 |
|
|
2018
Q3 | $17.7M | Buy |
111,515
+86,215
| +341% | +$12.8M | 1.23% | 32 |
|
|
2018
Q2 | $3.45M | Buy |
+25,300
| New | +$3.23M | 0.27% | 43 |
|
Other funds holding CRM
Locust Wood Capital Advisers's CRM Position: Q1 2026 in Review
Locust Wood Capital Advisers sold out of Salesforce (CRM) in Q1 2026, closing a stake of 338,038 shares — an estimated $89.5M sold.
Locust Wood Capital Advisers first reported a position in CRM in Q2 2018 and held it in 31 quarters. The position peaked at $116M in Q2 2025. 2,681 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Locust Wood Capital Advisers reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- Locust Wood Capital Advisers sold 338,038 Salesforce shares in Q1 2026, an estimated $89.5M.
- Locust Wood Capital Advisers first reported a position in Salesforce in Q2 2018 and held it in 31 quarters.
- Locust Wood Capital Advisers's Salesforce position peaked at $116M in Q2 2025.
- 2,681 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Locust Wood Capital Advisers's 13F filing for Q1 2026, filed 11 May 2026.