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D.J. St. Germain’s Salesforce CRM Stock Holding History

D.J. St. Germain’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 		$3.89M Sell
24,844
-924
-4% -$162K 0.14% 108
2026
Q1 		$4.81M Sell
25,768
-181
-0.7% -$37.5K 0.19% 90
2025
Q4 		$6.87M Sell
25,949
-266
-1% -$66.1K 0.27% 81
2025
Q3 		$6.21M Buy
26,215
+20
+0.1% +$5.04K 0.25% 81
2025
Q2 		$7.14M Buy
26,195
+4,149
+19% +$1.11M 0.31% 77
2025
Q1 		$5.92M Sell
22,046
-630
-3% -$196K 0.28% 84
2024
Q4 		$7.58M Buy
22,676
+57
+0.3% +$18.2K 0.34% 74
2024
Q3 		$6.19M Sell
22,619
-400
-2% -$102K 0.28% 87
2024
Q2 		$5.92M Buy
23,019
+1,733
+8% +$464K 0.29% 88
2024
Q1 		$6.41M Buy
21,286
+178
+0.8% +$51.4K 0.31% 81
2023
Q4 		$5.55M Sell
21,108
-1,002
-5% -$227K 0.29% 85
2023
Q3 		$4.48M Buy
22,110
+900
+4% +$194K 0.25% 85
2023
Q2 		$4.48M Buy
+21,210
New +$4.33M 0.24% 88
2022
Q4 		$2.41M Buy
36,300
+1,112
+3% +$162K 0.81% 28
2022
Q3 		$5.81M Hold
35,188
– – 0.38% 67
2022
Q2 		$5.81M Buy
35,188
+141
+0.4% +$24.9K 0.38% 67
2022
Q1 		$7.44M Buy
35,047
+2,729
+8% +$587K 0.42% 68
2021
Q4 		$8.21M Buy
32,318
+926
+3% +$260K 0.45% 67
2021
Q3 		$8.51M Sell
31,392
-990
-3% -$251K 0.52% 56
2021
Q2 		$7.91M Hold
32,382
– – 0.5% 60
2021
Q1 		$6.86M Buy
32,382
+529
+2% +$118K 0.46% 61
2020
Q4 		$7.09M Buy
31,853
+2,850
+10% +$693K 0.51% 57
2020
Q3 		$7.29M Sell
29,003
-323
-1% -$70.7K 0.59% 49
2020
Q2 		$5.49M Buy
29,326
+37
+0.1% +$6.23K 0.48% 57
2020
Q1 		$4.22M Sell
29,289
-498
-2% -$85.4K 0.41% 61
2019
Q4 		$4.84M Buy
+29,787
New +$4.67M 0.41% 66

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

D.J. St. Germain's CRM Position: Q2 2026 in Review

D.J. St. Germain reduced its Salesforce (CRM) stake by 3.6% in Q2 2026, selling an estimated $162K and leaving 24,844 shares worth $3.89M. The position accounts for 0.14% of the portfolio, ranked #108.

D.J. St. Germain first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.51M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • D.J. St. Germain held 24,844 shares of Salesforce worth $3.89M as of Q2 2026.
  • D.J. St. Germain sold 924 Salesforce shares in Q2 2026, an estimated $162K.
  • Salesforce made up 0.14% of D.J. St. Germain's portfolio in Q2 2026, its #108 holding.
  • D.J. St. Germain first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • D.J. St. Germain's Salesforce position peaked at $8.51M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.