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Windsor Capital Management’s Salesforce CRM Stock Holding History

Windsor 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 		– Sell
-2,055
Closed -$384K – 128
2026
Q1 		$384K Sell
2,055
-130
-6% -$26.9K 0.11% 93
2025
Q4 		$579K Sell
2,185
-72
-3% -$17.9K 0.16% 83
2025
Q3 		$535K Sell
2,257
-250
-10% -$63.1K 0.15% 85
2025
Q2 		$684K Sell
2,507
-6
-0.2% -$1.6K 0.2% 69
2025
Q1 		$674K Sell
2,513
-10
-0.4% -$3.11K 0.21% 69
2024
Q4 		$844K Sell
2,523
-18
-0.7% -$5.75K 0.25% 60
2024
Q3 		$695K Sell
2,541
-14
-0.5% -$3.59K 0.2% 66
2024
Q2 		$657K Buy
2,555
+992
+63% +$265K 0.2% 66
2024
Q1 		$471K Hold
1,563
– – 0.15% 84
2023
Q4 		$411K Buy
1,563
+88
+6% +$19.9K 0.13% 86
2023
Q3 		$299K Buy
+1,475
New +$319K 0.1% 92

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

Windsor Capital Management's CRM Position: Q2 2026 in Review

Windsor Capital Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,055 shares — an estimated $384K sold.

Windsor Capital Management first reported a position in CRM in Q3 2023 and held it in 11 quarters. The position peaked at $844K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Windsor Capital Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Windsor Capital Management sold 2,055 Salesforce shares in Q2 2026, an estimated $384K.
  • Windsor Capital Management first reported a position in Salesforce in Q3 2023 and held it in 11 quarters.
  • Windsor Capital Management's Salesforce position peaked at $844K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.