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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
Q3 		$93.2K Buy
406
+179
+79% +$36.9K 0.27% 73
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Dakota Community Bank & Trust's CRM Position: Q3 2026 in Review

Dakota Community Bank & Trust increased its Salesforce (CRM) stake by 79% in Q3 2026, buying an estimated $36.9K and bringing the position to 406 shares worth $93.2K. The position accounts for 0.27% of the portfolio, ranked #73.

Dakota Community Bank & Trust first reported a position in CRM in Q3 2022 and has held it in 17 quarters since. The position peaked at $198K in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Dakota Community Bank & Trust held 406 shares of Salesforce worth $93.2K as of Q3 2026.
  • Dakota Community Bank & Trust bought 179 Salesforce shares in Q3 2026, an estimated $36.9K.
  • Salesforce made up 0.27% of Dakota Community Bank & Trust's portfolio in Q3 2026, its #73 holding.
  • Dakota Community Bank & Trust first reported a position in Salesforce in Q3 2022 and has held it in 17 quarters since.
  • Dakota Community Bank & Trust's Salesforce position peaked at $198K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Dakota Community Bank & Trust's 13F filing for Q3 2026, filed 9 Oct 2026.