Dakota Community Bank & Trust’s Salesforce CRM Stock Holding History

Dakota Community Bank & Trust’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	$35.6K	Sell	227 -429	-65%	-$75.4K	0.11%	84
2026 Q1	$122K	Sell	656 -35	-5%	-$7.25K	0.41%	69
2025 Q4	$183K	Hold	691	–	–	0.63%	55
2025 Q3	$164K	Buy	691 +52	+8%	+$13.1K	0.65%	60
2025 Q2	$174K	Buy	639 +48	+8%	+$12.8K	0.78%	51
2025 Q1	$159K	Hold	591	–	–	0.76%	53
2024 Q4	$198K	Buy	591 +145	+33%	+$46.3K	0.94%	43
2024 Q3	$122K	Hold	446	–	–	0.61%	62
2024 Q2	$115K	Sell	446 -17	-4%	-$4.55K	0.62%	63
2024 Q1	$139K	Sell	463 -95	-17%	-$27.4K	0.75%	53
2023 Q4	$147K	Buy	558 +31	+6%	+$7.02K	0.82%	48
2023 Q3	$107K	Sell	527 -20	-4%	-$4.32K	0.68%	55
2023 Q2	$116K	Hold	547	–	–	0.68%	51
2023 Q1	$109K	Buy	547 +382	+232%	+$64.5K	0.68%	56
2022 Q4	$22K	Sell	165 -295	-64%	-$43K	0.13%	95
2022 Q3	$66K	Buy	+460	New	+$78K	0.46%	73

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dakota Community Bank & Trust's CRM Position: Q2 2026 in Review

Dakota Community Bank & Trust reduced its Salesforce (CRM) stake by 65% in Q2 2026, selling an estimated $75.4K and leaving 227 shares worth $35.6K. The position accounts for 0.11% of the portfolio, ranked #84.

Dakota Community Bank & Trust first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $198K in Q4 2024. 399 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Dakota Community Bank & Trust held 227 shares of Salesforce worth $35.6K as of Q2 2026.
Dakota Community Bank & Trust sold 429 Salesforce shares in Q2 2026, an estimated $75.4K.
Salesforce made up 0.11% of Dakota Community Bank & Trust's portfolio in Q2 2026, its #84 holding.
Dakota Community Bank & Trust first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
Dakota Community Bank & Trust's Salesforce position peaked at $198K in Q4 2024.
399 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dakota Community Bank & Trust's 13F filing for Q2 2026, filed 15 Jul 2026.