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WD Rutherford’s Salesforce CRM Stock Holding History

WD Rutherford’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 		$365K Sell
2,332
-5,953
-72% -$1.05M 0.13% 72
2026
Q1 		$1.55M Sell
8,285
-240
-3% -$49.7K 0.69% 48
2025
Q4 		$2.26M Sell
8,525
-4,923
-37% -$1.22M 0.94% 42
2025
Q3 		$3.19M Sell
13,448
-270
-2% -$68.1K 1.36% 34
2025
Q2 		$3.74M Sell
13,718
-305
-2% -$81.5K 1.72% 26
2025
Q1 		$3.57M Buy
14,023
+59
+0.4% +$18.4K 1.9% 24
2024
Q4 		$4.67M Sell
13,964
-17
-0.1% -$5.42K 2.21% 14
2024
Q3 		$3.83M Buy
13,981
+278
+2% +$71.2K 1.87% 22
2024
Q2 		$3.52M Sell
13,703
-352
-3% -$94.2K 1.77% 22
2024
Q1 		$4.23M Sell
14,055
-643
-4% -$186K 2.19% 14
2023
Q4 		$4.12M Sell
14,698
-170
-1% -$38.5K 2.4% 13
2023
Q3 		$3.01M Buy
14,868
+5,244
+54% +$1.13M 2.07% 20
2023
Q2 		$2.03M Buy
9,624
+305
+3% +$62.3K 1.3% 31
2023
Q1 		$1.86M Sell
9,319
-4,910
-35% -$829K 1.31% 31
2022
Q4 		$1.9M Sell
14,229
-1,092
-7% -$159K 1.49% 31
2022
Q3 		$2.2M Sell
15,321
-250
-2% -$42.4K 1.77% 25
2022
Q2 		$2.57M Sell
15,571
-125
-0.8% -$22.1K 1.98% 21
2022
Q1 		$3.33M Buy
15,696
+227
+1% +$48.9K 1.9% 22
2021
Q4 		$3.93M Sell
15,469
-355
-2% -$99.8K 1.99% 20
2021
Q3 		$4.29M Buy
15,824
+393
+3% +$99.8K 2.33% 17
2021
Q2 		$3.77M Buy
15,431
+70
+0.5% +$16.1K 2.1% 22
2021
Q1 		$3.25M Buy
15,361
+140
+0.9% +$31.2K 2.02% 25
2020
Q4 		$3.39M Buy
+15,221
New +$3.7M 2.14% 21

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

WD Rutherford's CRM Position: Q2 2026 in Review

WD Rutherford reduced its Salesforce (CRM) stake by 72% in Q2 2026, selling an estimated $1.05M and leaving 2,332 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #72.

WD Rutherford first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.67M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WD Rutherford held 2,332 shares of Salesforce worth $365K as of Q2 2026.
  • WD Rutherford sold 5,953 Salesforce shares in Q2 2026, an estimated $1.05M.
  • Salesforce made up 0.13% of WD Rutherford's portfolio in Q2 2026, its #72 holding.
  • WD Rutherford first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • WD Rutherford's Salesforce position peaked at $4.67M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WD Rutherford's 13F filing for Q2 2026, filed 20 Jul 2026.