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Woodward Diversified Capital’s Salesforce CRM Stock Holding History

Woodward Diversified Capital’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 		– Sell
-949
Closed -$251K – 190
2025
Q4 		$251K Sell
949
-176
-16% -$43.7K 0.12% 151
2025
Q3 		$267K Sell
1,125
-85
-7% -$21.4K 0.12% 153
2025
Q2 		$330K Buy
1,210
+365
+43% +$97.6K 0.17% 128
2025
Q1 		$227K Buy
845
+129
+18% +$40.1K 0.16% 119
2024
Q4 		$239K Sell
716
-100
-12% -$31.9K 0.18% 109
2024
Q3 		$223K Buy
816
+1
+0.1% +$256 0.14% 149
2024
Q2 		$210K Sell
815
-3,110
-79% -$832K 0.12% 152
2024
Q1 		$1.18M Buy
3,925
+3,110
+382% +$897K 0.73% 34
2023
Q4 		$214K Buy
+815
New +$184K 0.13% 141
2022
Q1 		– Sell
-811
Closed -$206K – 162
2021
Q4 		$206K Buy
811
+14
+2% +$3.93K 0.12% 182
2021
Q3 		$216K Buy
+797
New +$202K 0.14% 163

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

Woodward Diversified Capital's CRM Position: Q1 2026 in Review

Woodward Diversified Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 949 shares — an estimated $251K sold.

Woodward Diversified Capital first reported a position in CRM in Q3 2021 and held it in 11 quarters. The position peaked at $1.18M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Woodward Diversified Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 949 Salesforce shares in Q1 2026, an estimated $251K.
  • Woodward Diversified Capital first reported a position in Salesforce in Q3 2021 and held it in 11 quarters.
  • Woodward Diversified Capital's Salesforce position peaked at $1.18M in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.