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Waycross Partners’s Salesforce CRM Stock Holding History

Waycross Partners’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 		– Sell
-94,070
Closed -$24.9M – 84
2025
Q4 		$24.9M Buy
94,070
+3,310
+4% +$823K 2.04% 24
2025
Q3 		$21.5M Buy
90,760
+2,002
+2% +$505K 1.85% 22
2025
Q2 		$24.2M Buy
88,758
+3,252
+4% +$869K 2.28% 17
2025
Q1 		$22.9M Buy
+85,506
New +$26.6M 2.57% 18
2023
Q1 		– Sell
-3,246
Closed -$430K – 88
2022
Q4 		$430K Sell
3,246
-2,300
-41% -$336K 0.16% 76
2022
Q3 		$798K Sell
5,546
-2,200
-28% -$373K 0.54% 54
2022
Q2 		$1.28M Buy
7,746
+3,900
+101% +$689K 0.85% 43
2022
Q1 		$817K Buy
3,846
+900
+31% +$194K 0.48% 57
2021
Q4 		$749K Sell
2,946
-2,100
-42% -$590K 0.43% 67
2021
Q3 		$1.37M Sell
5,046
-1,600
-24% -$406K 0.86% 43
2021
Q2 		$1.62M Hold
6,646
– – 0.86% 38
2021
Q1 		$1.41M Buy
6,646
+3,900
+142% +$868K 0.79% 38
2020
Q4 		$611K Buy
+2,746
New +$668K 0.38% 61

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

Waycross Partners's CRM Position: Q1 2026 in Review

Waycross Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 94,070 shares — an estimated $24.9M sold.

Waycross Partners first reported a position in CRM in Q4 2020 and held it in 13 quarters. The position peaked at $24.9M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Waycross Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Waycross Partners sold 94,070 Salesforce shares in Q1 2026, an estimated $24.9M.
  • Waycross Partners first reported a position in Salesforce in Q4 2020 and held it in 13 quarters.
  • Waycross Partners's Salesforce position peaked at $24.9M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.