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Locust Wood Capital Advisers’s Salesforce CRM Stock Holding History

Locust Wood Capital Advisers’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
2023
Q1 		– Sell
-211,000
Closed -$28M – 50
2022
Q4 		$28M Buy
+211,000
New +$30.8M 1.57% 25

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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. 2,679 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.
  • 2,679 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.