Woodard & Company Asset Management Group’s Salesforce CRM Stock Holding History

Woodard & Company Asset Management Group’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
2025 Q2	–	Sell	-2,529	Closed	-$679K	–	142
2025 Q1	$679K	Buy	2,529 +198	+8%	+$61.6K	0.14%	64
2024 Q4	$779K	Buy	+2,331	New	+$744K	0.17%	57
2022 Q1	–	Sell	-3,167	Closed	-$805K	–	115
2021 Q4	$805K	Buy	3,167 +191	+6%	+$53.7K	0.38%	44
2021 Q3	$807K	Buy	+2,976	New	+$756K	0.5%	37

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Woodard & Company Asset Management Group's CRM Position: Q2 2025 in Review

Woodard & Company Asset Management Group sold out of Salesforce (CRM) in Q2 2025, closing a stake of 2,529 shares — an estimated $679K sold.

Woodard & Company Asset Management Group first reported a position in CRM in Q3 2021 and held it in 4 quarters. The position peaked at $807K in Q3 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Woodard & Company Asset Management Group reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Woodard & Company Asset Management Group sold 2,529 Salesforce shares in Q2 2025, an estimated $679K.
Woodard & Company Asset Management Group first reported a position in Salesforce in Q3 2021 and held it in 4 quarters.
Woodard & Company Asset Management Group's Salesforce position peaked at $807K in Q3 2021.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.