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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
Q2 		$4.49M Sell
28,629
-3,803
-12% -$669K 0.53% 41
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 		$16.9M 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 $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

WoodTrust Financial's CRM Position: Q2 2026 in Review

WoodTrust Financial reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $669K and leaving 28,629 shares worth $4.49M. The position accounts for 0.53% of the portfolio, ranked #41.

WoodTrust Financial first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.2M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • WoodTrust Financial held 28,629 shares of Salesforce worth $4.49M as of Q2 2026.
  • WoodTrust Financial sold 3,803 Salesforce shares in Q2 2026, an estimated $669K.
  • Salesforce made up 0.53% of WoodTrust Financial's portfolio in Q2 2026, its #41 holding.
  • WoodTrust Financial first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • WoodTrust Financial's Salesforce position peaked at $19.2M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.