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WoodTrust Financial’s Salesforce CRM Stock Holding History

WoodTrust 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
Q1 		$6.05M Sell
32,432
-27,222
-46% -$5.64M 0.78% 36
2025
Q4 		$15.8M Buy
59,654
+4
+0% +$994 1.84% 16
2025
Q3 		$14.1M Buy
59,650
+519
+0.9% +$131K 1.68% 17
2025
Q2 		$16.1M Buy
59,131
+1,559
+3% +$417K 2.05% 16
2025
Q1 		$15.4M Buy
57,572
+279
+0.5% +$86.8K 2.16% 14
2024
Q4 		$19.2M Sell
57,293
-905
-2% -$289K 2.69% 12
2024
Q3 		$15.9M Buy
58,198
+1,897
+3% +$486K 2.26% 14
2024
Q2 		$14.5M Buy
56,301
+39
+0.1% +$10.4K 2.25% 13
2024
Q1 		$16.9K Sell
56,262
-1,711
-3% -$494K 2.68% 10
2023
Q4 		$15.3M Sell
57,973
-895
-2% -$203K 2.6% 12
2023
Q3 		$11.9M Sell
58,868
-719
-1% -$155K 2.28% 13
2023
Q2 		$12.6M Buy
59,587
+1,808
+3% +$369K 2.33% 12
2023
Q1 		$11.5M Buy
57,779
+7,988
+16% +$1.35M 2.24% 12
2022
Q4 		$6.6M Buy
49,791
+19,839
+66% +$2.89M 1.36% 25
2022
Q3 		$4.31M Buy
29,952
+1,228
+4% +$208K 0.97% 37
2022
Q2 		$4.74M Buy
28,724
+1,743
+6% +$308K 1.06% 31
2022
Q1 		$5.73M Buy
26,981
+1,899
+8% +$409K 1.16% 28
2021
Q4 		$6.37M Buy
25,082
+1,104
+5% +$310K 1.32% 26
2021
Q3 		$6.5M Buy
23,978
+3,103
+15% +$788K 1.53% 25
2021
Q2 		$5.1M Buy
20,875
+563
+3% +$130K 1.35% 28
2021
Q1 		$4.3M Sell
20,312
-1,207
-6% -$269K 1.27% 29
2020
Q4 		$4.79M Sell
21,519
-2,147
-9% -$522K 1.5% 25
2020
Q3 		$5.95M Buy
23,666
+163
+0.7% +$35.7K 2.15% 16
2020
Q2 		$4.4M Buy
23,503
+9,160
+64% +$1.54M 1.76% 23
2020
Q1 		$2.06M Buy
+14,343
New +$2.46M 0.97% 34

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WoodTrust Financial's CRM Position: Q1 2026 in Review

WoodTrust Financial reduced its Salesforce (CRM) stake by 46% in Q1 2026, selling an estimated $5.64M and leaving 32,432 shares worth $6.05M. The position accounts for 0.78% of the portfolio, ranked #36.

WoodTrust Financial first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $19.2M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • WoodTrust Financial held 32,432 shares of Salesforce worth $6.05M as of Q1 2026.
  • WoodTrust Financial sold 27,222 Salesforce shares in Q1 2026, an estimated $5.64M.
  • Salesforce made up 0.78% of WoodTrust Financial's portfolio in Q1 2026, its #36 holding.
  • WoodTrust Financial first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • WoodTrust Financial's Salesforce position peaked at $19.2M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.