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Westerkirk Capital’s Salesforce CRM Stock Holding History

Westerkirk 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
Q2 		$240K Hold
1,535
– – 0.02% 190
2026
Q1 		$287K Hold
1,535
– – 0.03% 174
2025
Q4 		$407K Sell
1,535
-1,783
-54% -$443K 0.04% 166
2025
Q3 		$786K Hold
3,318
– – 0.09% 166
2025
Q2 		$905K Buy
+3,318
New +$887K 0.11% 153

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westerkirk Capital's CRM Position: Q2 2026 in Review

Westerkirk Capital held its Salesforce (CRM) position steady in Q2 2026 at 1,535 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #190.

Westerkirk Capital first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $905K in Q2 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Westerkirk Capital held 1,535 shares of Salesforce worth $240K as of Q2 2026.
  • Westerkirk Capital left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of Westerkirk Capital's portfolio in Q2 2026, its #190 holding.
  • Westerkirk Capital first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
  • Westerkirk Capital's Salesforce position peaked at $905K in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.