WD Rutherford
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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
Q3 		– Sell
-2,332
Closed -$365K – 79
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% -$100K 1.99% 20
2021
Q3 		$4.29M Buy
15,824
+393
+3% +$100K 2.33% 17
2021
Q2 		$3.77M Buy
15,431
+70
+0.5% +$16.1K 2.1% 22
2021
Q1 		$3.26M 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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

WD Rutherford's CRM Position: Q3 2026 in Review

WD Rutherford sold out of Salesforce (CRM) in Q3 2026, closing a stake of 2,332 shares — an estimated $365K sold.

WD Rutherford first reported a position in CRM in Q4 2020 and held it in 23 quarters. The position peaked at $4.67M in Q4 2024. 1,189 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • WD Rutherford reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
  • WD Rutherford sold 2,332 Salesforce shares in Q3 2026, an estimated $365K.
  • WD Rutherford first reported a position in Salesforce in Q4 2020 and held it in 23 quarters.
  • WD Rutherford's Salesforce position peaked at $4.67M in Q4 2024.
  • 1,189 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on WD Rutherford's 13F filing for Q3 2026, filed 26 Oct 2026.