Wilson & Boucher Capital Management’s Salesforce CRM Stock Holding History

Wilson & Boucher Capital Management’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	$208K	Hold	1,325	–	–	0.12%	118
2026 Q1	$247K	Hold	1,325	–	–	0.16%	101
2025 Q4	$351K	Sell	1,325 -850	-39%	-$211K	0.23%	84
2025 Q3	$515K	Hold	2,175	–	–	0.34%	74
2025 Q2	$593K	Hold	2,175	–	–	0.41%	68
2025 Q1	$584K	Hold	2,175	–	–	0.43%	64
2024 Q4	$727K	Hold	2,175	–	–	0.52%	57
2024 Q3	$595K	Buy	2,175 +850	+64%	+$218K	0.41%	63
2024 Q2	$341K	Hold	1,325	–	–	0.26%	85
2024 Q1	$399K	Hold	1,325	–	–	0.31%	81
2023 Q4	$349K	Hold	1,325	–	–	0.29%	83
2023 Q3	$269K	Hold	1,325	–	–	0.26%	86
2023 Q2	$280K	Hold	1,325	–	–	0.25%	85
2023 Q1	$265K	Buy	+1,325	New	+$224K	0.25%	84
2022 Q2	–	Sell	-1,370	Closed	-$291K	–	98
2022 Q1	$291K	Buy	1,370 +143	+12%	+$30.8K	0.26%	86
2021 Q4	$312K	Buy	+1,227	New	+$345K	0.28%	85

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wilson & Boucher Capital Management's CRM Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 1,325 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #118.

Wilson & Boucher Capital Management first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $727K in Q4 2024. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Wilson & Boucher Capital Management held 1,325 shares of Salesforce worth $208K as of Q2 2026.
Wilson & Boucher Capital Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.12% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #118 holding.
Wilson & Boucher Capital Management first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
Wilson & Boucher Capital Management's Salesforce position peaked at $727K in Q4 2024.
2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.