Dakota Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.8M | Sell |
9,666
-27,530
| -74% | -$5.7M | 0.04% | 297 |
|
|
2025
Q4 | $9.85M | Buy |
37,196
+3,826
| +11% | +$951K | 0.17% | 108 |
|
|
2025
Q3 | $7.91M | Buy |
33,370
+2,843
| +9% | +$717K | 0.16% | 118 |
|
|
2025
Q2 | $8.32M | Buy |
30,527
+23,287
| +322% | +$6.23M | 0.18% | 110 |
|
|
2025
Q1 | $1.94M | Sell |
7,240
-48,505
| -87% | -$15.1M | 0.05% | 263 |
|
|
2024
Q4 | $18.6M | Buy |
55,745
+48,456
| +665% | +$15.5M | 0.43% | 46 |
|
|
2024
Q3 | $2M | Sell |
7,289
-2,534
| -26% | -$649K | 0.05% | 271 |
|
|
2024
Q2 | $2.53M | Sell |
9,823
-17,253
| -64% | -$4.62M | 0.06% | 236 |
|
|
2024
Q1 | $8.16M | Buy |
27,076
+5,853
| +28% | +$1.69M | 0.2% | 104 |
|
|
2023
Q4 | $5.58M | Sell |
21,223
-18,292
| -46% | -$4.14M | 0.22% | 114 |
|
|
2023
Q3 | $8.01M | Sell |
39,515
-4,666
| -11% | -$1.01M | 0.35% | 76 |
|
|
2023
Q2 | $9.33M | Buy |
44,181
+38,673
| +702% | +$7.89M | 0.44% | 61 |
|
|
2023
Q1 | $1.1M | Sell |
5,508
-23
| -0.4% | -$3.88K | 0.07% | 218 |
|
|
2022
Q4 | $733K | Buy |
5,531
+1,010
| +22% | +$147K | 0.05% | 269 |
|
|
2022
Q3 | $650K | Buy |
4,521
+23
| +0.5% | +$3.9K | 0.05% | 293 |
|
|
2022
Q2 | $742K | Buy |
4,498
+9
| +0.2% | +$1.59K | 0.07% | 222 |
|
|
2022
Q1 | $954K | Sell |
4,489
-1,407
| -24% | -$303K | 0.08% | 200 |
|
|
2021
Q4 | $1.5M | Sell |
5,896
-5,579
| -49% | -$1.57M | 0.16% | 130 |
|
|
2021
Q3 | $3.11M | Sell |
11,475
-116
| -1% | -$29.5K | 0.36% | 78 |
|
|
2021
Q2 | $2.83M | Buy |
11,591
+4,172
| +56% | +$962K | 0.34% | 84 |
|
|
2021
Q1 | $1.57M | Sell |
7,419
-197
| -3% | -$43.9K | 0.21% | 111 |
|
|
2020
Q4 | $1.7M | Buy |
7,616
+5,546
| +268% | +$1.35M | 0.22% | 109 |
|
|
2020
Q3 | $521K | Buy |
2,070
+24
| +1% | +$5.25K | 0.08% | 172 |
|
|
2020
Q2 | $383K | Sell |
2,046
-11
| -0.5% | -$1.85K | 0.07% | 191 |
|
|
2020
Q1 | $296K | Buy |
2,057
+599
| +41% | +$103K | 0.06% | 197 |
|
|
2019
Q4 | $237K | Buy |
+1,458
| New | +$229K | 0.04% | 270 |
|
|
2019
Q3 | – | Sell |
-29,842
| Closed | -$4.53M | – | 314 |
|
|
2019
Q2 | $4.53M | Buy |
29,842
+2,104
| +8% | +$330K | 0.87% | 32 |
|
|
2019
Q1 | $4.4M | Buy |
27,738
+7,501
| +37% | +$1.16M | 0.87% | 29 |
|
|
2018
Q4 | $3.22M | Sell |
20,237
-745
| -4% | -$102K | 0.73% | 37 |
|
|
2018
Q3 | $3.34M | Buy |
20,982
+1,551
| +8% | +$230K | 0.75% | 36 |
|
|
2018
Q2 | $2.65M | Buy |
19,431
+714
| +4% | +$91.1K | 0.74% | 34 |
|
|
2018
Q1 | $2.18M | Buy |
18,717
+400
| +2% | +$45.9K | 1.12% | 23 |
|
|
2017
Q4 | $1.87M | Sell |
18,317
-1,128
| -6% | -$115K | 0.99% | 25 |
|
|
2017
Q3 | $1.82M | Buy |
19,445
+861
| +5% | +$79.2K | 0.98% | 25 |
|
|
2017
Q2 | $1.61M | Buy |
18,584
+6,180
| +50% | +$538K | 0.89% | 27 |
|
|
2017
Q1 | $1.02M | Buy |
+12,404
| New | +$991K | 0.6% | 34 |
|
Other funds holding CRM
VCM
VPM
Dakota Wealth Management's CRM Position: Q1 2026 in Review
Dakota Wealth Management reduced its Salesforce (CRM) stake by 74% in Q1 2026, selling an estimated $5.7M and leaving 9,666 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #297.
Dakota Wealth Management first reported a position in CRM in Q1 2017 and has held it in 36 quarters since. The position peaked at $18.6M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Dakota Wealth Management held 9,666 shares of Salesforce worth $1.8M as of Q1 2026.
- Dakota Wealth Management sold 27,530 Salesforce shares in Q1 2026, an estimated $5.7M.
- Salesforce made up 0.04% of Dakota Wealth Management's portfolio in Q1 2026, its #297 holding.
- Dakota Wealth Management first reported a position in Salesforce in Q1 2017 and has held it in 36 quarters since.
- Dakota Wealth Management's Salesforce position peaked at $18.6M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.