WPC
CRM icon

Waters Parkerson & Co’s Salesforce CRM Stock Holding History

Waters Parkerson & Co’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 		$496K Buy
3,165
+700
+28% +$123K 0.02% 143
2026
Q1 		$460K Buy
2,465
+750
+44% +$155K 0.02% 140
2025
Q4 		$454K Hold
1,715
– – 0.02% 140
2025
Q3 		$406K Hold
1,715
– – 0.02% 143
2025
Q2 		$468K Sell
1,715
-61
-3% -$16.3K 0.02% 138
2025
Q1 		$477K Hold
1,776
– – 0.03% 136
2024
Q4 		$594K Buy
1,776
+19
+1% +$6.06K 0.03% 124
2024
Q3 		$481K Hold
1,757
– – 0.02% 135
2024
Q2 		$452K Buy
1,757
+262
+18% +$70.1K 0.02% 129
2024
Q1 		$450K Buy
1,495
+38
+3% +$11K 0.02% 130
2023
Q4 		$383K Hold
1,457
– – 0.02% 130
2023
Q3 		$295K Sell
1,457
-30
-2% -$6.48K 0.02% 143
2023
Q2 		$314K Sell
1,487
-44
-3% -$8.98K 0.02% 144
2023
Q1 		$306K Buy
1,531
+9
+0.6% +$1.52K 0.02% 143
2022
Q4 		$202K Sell
1,522
-600
-28% -$87.6K 0.01% 167
2022
Q3 		$305K Buy
2,122
+600
+39% +$102K 0.02% 135
2022
Q2 		$251K Buy
1,522
+566
+59% +$100K 0.02% 153
2022
Q1 		$203K Sell
956
-733
-43% -$158K 0.01% 176
2021
Q4 		$429K Buy
1,689
+84
+5% +$23.6K 0.02% 136
2021
Q3 		$435K Hold
1,605
– – 0.03% 133
2021
Q2 		$392K Buy
1,605
+364
+29% +$83.9K 0.02% 140
2021
Q1 		$263K Hold
1,241
– – 0.02% 157
2020
Q4 		$276K Buy
+1,241
New +$302K 0.02% 149

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Waters Parkerson & Co's CRM Position: Q2 2026 in Review

Waters Parkerson & Co increased its Salesforce (CRM) stake by 28% in Q2 2026, buying an estimated $123K and bringing the position to 3,165 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #143.

Waters Parkerson & Co first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $594K in Q4 2024. 1,551 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Waters Parkerson & Co held 3,165 shares of Salesforce worth $496K as of Q2 2026.
  • Waters Parkerson & Co bought 700 Salesforce shares in Q2 2026, an estimated $123K.
  • Salesforce made up 0.02% of Waters Parkerson & Co's portfolio in Q2 2026, its #143 holding.
  • Waters Parkerson & Co first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Waters Parkerson & Co's Salesforce position peaked at $594K in Q4 2024.
  • 1,551 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.