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DAGCO Inc’s Salesforce CRM Stock Holding History

DAGCO Inc’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 		– Sell
-9
Closed -$1.68K – 170
2026
Q1 		$1.68K Sell
9
-42
-82% -$8.7K ﹤0.01% 345
2025
Q4 		$13.5K Sell
51
-10
-16% -$2.48K ﹤0.01% 268
2025
Q3 		$14.5K Sell
61
-7
-10% -$1.76K ﹤0.01% 255
2025
Q2 		$18.5K Hold
68
– – 0.01% 238
2025
Q1 		$18.2K Buy
+68
New +$21.1K 0.01% 213
2024
Q4 		– Sell
-7
Closed -$1.92K – 107
2024
Q3 		$1.92K Sell
7
-2,500
-100% -$640K ﹤0.01% 206
2024
Q2 		$645K Buy
+2,507
New +$671K 0.29% 51
2024
Q1 		– Sell
-1,357
Closed -$357K – 258
2023
Q4 		$357K Buy
+1,357
New +$307K 0.33% 35

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DAGCO Inc's CRM Position: Q2 2026 in Review

DAGCO Inc sold out of Salesforce (CRM) in Q2 2026, closing a stake of 9 shares — an estimated $1.68K sold.

DAGCO Inc first reported a position in CRM in Q4 2023 and held it in 8 quarters. The position peaked at $645K in Q2 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • DAGCO Inc reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 9 Salesforce shares in Q2 2026, an estimated $1.68K.
  • DAGCO Inc first reported a position in Salesforce in Q4 2023 and held it in 8 quarters.
  • DAGCO Inc's Salesforce position peaked at $645K in Q2 2024.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.