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Womack Financial’s Salesforce CRM Stock Holding History

Womack Financial’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 		$230K Sell
1,466
-20
-1% -$3.52K 0.15% 66
2026
Q1 		$277K Hold
1,486
– – 0.2% 57
2025
Q4 		$394K Hold
1,486
– – 0.29% 53
2025
Q3 		$352K Hold
1,486
– – 0.27% 56
2025
Q2 		$405K Buy
1,486
+21
+1% +$5.61K 0.34% 49
2025
Q1 		$393K Hold
1,465
– – 0.36% 48
2024
Q4 		$490K Buy
+1,465
New +$468K 0.43% 42

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

Womack Financial's CRM Position: Q2 2026 in Review

Womack Financial reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $3.52K and leaving 1,466 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #66.

Womack Financial first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $490K in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Womack Financial held 1,466 shares of Salesforce worth $230K as of Q2 2026.
  • Womack Financial sold 20 Salesforce shares in Q2 2026, an estimated $3.52K.
  • Salesforce made up 0.15% of Womack Financial's portfolio in Q2 2026, its #66 holding.
  • Womack Financial first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Womack Financial's Salesforce position peaked at $490K in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.