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Waterloo Capital’s Salesforce CRM Stock Holding History

Waterloo Capital’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
Q2 		$502K Sell
3,207
-485
-13% -$85.3K 0.03% 349
2026
Q1 		$689K Buy
3,692
+1,883
+104% +$390K 0.05% 254
2025
Q4 		$479K Buy
1,809
+235
+15% +$58.4K 0.03% 299
2025
Q3 		$373K Sell
1,574
-3,179
-67% -$802K 0.03% 329
2025
Q2 		$1.3M Buy
4,753
+783
+20% +$209K 0.1% 163
2025
Q1 		$1.07M Sell
3,970
-1
-0% -$311 0.1% 174
2024
Q4 		$1.33M Buy
3,971
+2,009
+102% +$641K 0.14% 147
2024
Q3 		$537K Buy
1,962
+429
+28% +$110K 0.06% 225
2024
Q2 		$394K Buy
1,533
+457
+42% +$122K 0.05% 252
2024
Q1 		$324K Sell
1,076
-223
-17% -$64.3K 0.04% 279
2023
Q4 		$342K Buy
+1,299
New +$294K 0.06% 272
2023
Q2 		– Sell
-2,153
Closed -$430K – 217
2023
Q1 		$430K Buy
+2,153
New +$364K 0.13% 95

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Waterloo Capital's CRM Position: Q2 2026 in Review

Waterloo Capital reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $85.3K and leaving 3,207 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #349.

Waterloo Capital first reported a position in CRM in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Waterloo Capital held 3,207 shares of Salesforce worth $502K as of Q2 2026.
  • Waterloo Capital sold 485 Salesforce shares in Q2 2026, an estimated $85.3K.
  • Salesforce made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #349 holding.
  • Waterloo Capital first reported a position in Salesforce in Q1 2023 and has held it in 12 quarters since.
  • Waterloo Capital's Salesforce position peaked at $1.33M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.