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Woodmont Investment Counsel’s Salesforce CRM Stock Holding History

Woodmont Investment Counsel’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 		$2.83M Buy
18,079
+631
+4% +$111K 0.15% 92
2026
Q1 		$3.26M Buy
17,448
+2,918
+20% +$605K 0.2% 79
2025
Q4 		$3.85M Buy
14,530
+35
+0.2% +$8.7K 0.24% 73
2025
Q3 		$3.44M Sell
14,495
-4,711
-25% -$1.19M 0.23% 75
2025
Q2 		$5.24M Buy
19,206
+493
+3% +$132K 0.35% 59
2025
Q1 		$5.02M Buy
18,713
+351
+2% +$109K 0.36% 60
2024
Q4 		$6.14M Sell
18,362
-178
-1% -$56.8K 0.45% 53
2024
Q3 		$5.07M Buy
18,540
+283
+2% +$72.5K 0.38% 55
2024
Q2 		$4.69M Buy
18,257
+361
+2% +$96.6K 0.38% 54
2024
Q1 		$5.39M Buy
17,896
+20
+0.1% +$5.77K 0.45% 48
2023
Q4 		$4.7M Sell
17,876
-81
-0.5% -$18.3K 0.44% 50
2023
Q3 		$3.64M Sell
17,957
-362
-2% -$78.2K 0.39% 60
2023
Q2 		$3.87M Sell
18,319
-79
-0.4% -$16.1K 0.4% 56
2023
Q1 		$3.68M Buy
18,398
+3,446
+23% +$582K 0.39% 62
2022
Q4 		$1.98M Buy
14,952
+3,339
+29% +$487K 0.22% 93
2022
Q3 		$1.67M Buy
11,613
+5,497
+90% +$932K 0.21% 94
2022
Q2 		$1.01M Buy
6,116
+4,963
+430% +$877K 0.12% 126
2022
Q1 		$245K Buy
1,153
+14
+1% +$3.01K 0.03% 226
2021
Q4 		$289K Buy
1,139
+35
+3% +$9.83K 0.04% 185
2021
Q3 		$299K Buy
1,104
+4
+0.4% +$1.02K 0.04% 171
2021
Q2 		$269K Buy
1,100
+100
+10% +$23K 0.04% 174
2021
Q1 		$212K Hold
1,000
– – 0.04% 183
2020
Q4 		$223K Hold
1,000
– – 0.04% 165
2020
Q3 		$251K Buy
+1,000
New +$219K 0.05% 152
2019
Q1 		– Sell
-3,500
Closed -$479K – 181
2018
Q4 		$479K Buy
+3,500
New +$481K 0.13% 128
2016
Q4 		– Sell
-59,923
Closed -$1.03M – 277
2016
Q3 		$1.03M Buy
+59,923
New +$4.67M 0.29% 93

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Woodmont Investment Counsel's CRM Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Salesforce (CRM) stake by 3.6% in Q2 2026, buying an estimated $111K and bringing the position to 18,079 shares worth $2.83M. The position accounts for 0.15% of the portfolio, ranked #92.

Woodmont Investment Counsel first reported a position in CRM in Q3 2016 and has held it in 26 quarters since. The position peaked at $6.14M in Q4 2024. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Woodmont Investment Counsel held 18,079 shares of Salesforce worth $2.83M as of Q2 2026.
  • Woodmont Investment Counsel bought 631 Salesforce shares in Q2 2026, an estimated $111K.
  • Salesforce made up 0.15% of Woodmont Investment Counsel's portfolio in Q2 2026, its #92 holding.
  • Woodmont Investment Counsel first reported a position in Salesforce in Q3 2016 and has held it in 26 quarters since.
  • Woodmont Investment Counsel's Salesforce position peaked at $6.14M in Q4 2024.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.