Westwind Capital’s Salesforce CRM Stock Holding History

Westwind 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 Q1	–	Sell	-229	Closed	-$61K	–	79
2025 Q4	$61K	Buy	+229	New	+$56.9K	0.01%	42
2025 Q3	–	Sell	-42,386	Closed	-$11.6M	–	40
2025 Q2	$11.6M	Sell	42,386 -165	-0.4%	-$44.1K	2.36%	18
2025 Q1	$11.4M	Buy	42,551 +1,739	+4%	+$541K	2.84%	17
2024 Q4	$13.6M	Buy	+40,812	New	+$13M	2.98%	15
2020 Q3	–	Sell	-114	Closed	-$21K	–	40
2020 Q2	$21K	Buy	114 +43	+61%	+$7.25K	0.01%	33
2020 Q1	$10K	Hold	71	–	–	0.01%	37
2019 Q4	$12K	Hold	71	–	–	0.01%	39
2019 Q3	$11K	Sell	71 -26	-27%	-$3.95K	0.01%	40
2019 Q2	$15K	Hold	97	–	–	0.01%	38
2019 Q1	$15K	Hold	97	–	–	0.01%	40
2018 Q4	$13K	Hold	97	–	–	0.01%	40
2018 Q3	$15K	Hold	97	–	–	0.01%	37
2018 Q2	$13K	Hold	97	–	–	0.01%	38
2018 Q1	$11K	Hold	97	–	–	0.01%	34
2017 Q4	$10K	Buy	+97	New	+$9.88K	0.01%	34

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Westwind Capital's CRM Position: Q1 2026 in Review

Westwind Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 229 shares — an estimated $61K sold.

Westwind Capital first reported a position in CRM in Q4 2017 and held it in 15 quarters. The position peaked at $13.6M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Westwind Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Westwind Capital sold 229 Salesforce shares in Q1 2026, an estimated $61K.
Westwind Capital first reported a position in Salesforce in Q4 2017 and held it in 15 quarters.
Westwind Capital's Salesforce position peaked at $13.6M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Westwind Capital's 13F filing for Q1 2026, filed 14 Apr 2026.