Winter & Associates’s Salesforce CRM Stock Holding History

Winter & Associates’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	-1,115	Closed	-$206K	–	89
2026 Q1	$206K	Sell	1,115 -22	-2%	-$4.56K	0.18%	81
2025 Q4	$301K	Buy	+1,137	New	+$283K	0.28%	63

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

Winter & Associates's CRM Position: Q2 2026 in Review

Winter & Associates sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,115 shares — an estimated $206K sold.

Winter & Associates first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $301K in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Winter & Associates reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Winter & Associates sold 1,115 Salesforce shares in Q2 2026, an estimated $206K.
Winter & Associates first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
Winter & Associates's Salesforce position peaked at $301K in Q4 2025.
2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.