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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
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 $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

Waterloo Capital's CRM Position: Q1 2026 in Review

Waterloo Capital increased its Salesforce (CRM) stake by 104% in Q1 2026, buying an estimated $390K and bringing the position to 3,692 shares worth $689K. The position accounts for 0.05% of the portfolio, ranked #254.

Waterloo Capital first reported a position in CRM in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Waterloo Capital held 3,692 shares of Salesforce worth $689K as of Q1 2026.
  • Waterloo Capital bought 1,883 Salesforce shares in Q1 2026, an estimated $390K.
  • Salesforce made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #254 holding.
  • Waterloo Capital first reported a position in Salesforce in Q1 2023 and has held it in 11 quarters since.
  • Waterloo Capital's Salesforce position peaked at $1.33M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.