Dana Investment Advisors’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 | $1.22M | Sell |
6,557
-2,835
| -30% | -$587K | 0.04% | 382 |
|
|
2025
Q4 | $2.49M | Buy |
9,392
+827
| +10% | +$206K | 0.07% | 268 |
|
|
2025
Q3 | $2.03M | Sell |
8,565
-7,204
| -46% | -$1.82M | 0.06% | 292 |
|
|
2025
Q2 | $4.3M | Sell |
15,769
-67,152
| -81% | -$18M | 0.14% | 176 |
|
|
2025
Q1 | $22.3M | Sell |
82,921
-1,226
| -1% | -$381K | 0.8% | 24 |
|
|
2024
Q4 | $28.1M | Buy |
84,147
+1,694
| +2% | +$541K | 0.93% | 14 |
|
|
2024
Q3 | $22.6M | Sell |
82,453
-5,339
| -6% | -$1.37M | 0.75% | 25 |
|
|
2024
Q2 | $22.6M | Sell |
87,792
-12,544
| -13% | -$3.36M | 0.76% | 24 |
|
|
2024
Q1 | $30.2M | Sell |
100,336
-4,654
| -4% | -$1.34M | 1% | 10 |
|
|
2023
Q4 | $27.6M | Buy |
104,990
+11,011
| +12% | +$2.49M | 1.33% | 12 |
|
|
2023
Q3 | $19.1M | Buy |
93,979
+10,932
| +13% | +$2.36M | 0.97% | 28 |
|
|
2023
Q2 | $17.5M | Buy |
83,047
+65,446
| +372% | +$13.4M | 0.86% | 36 |
|
|
2023
Q1 | $3.52M | Buy |
17,601
+6,767
| +62% | +$1.14M | 0.18% | 107 |
|
|
2022
Q4 | $1.44M | Sell |
10,834
-6,163
| -36% | -$899K | 0.08% | 185 |
|
|
2022
Q3 | $2.44M | Sell |
16,997
-134
| -0.8% | -$22.7K | 0.14% | 115 |
|
|
2022
Q2 | $2.83M | Buy |
17,131
+8,676
| +103% | +$1.53M | 0.14% | 112 |
|
|
2022
Q1 | $1.79M | Sell |
8,455
-6,666
| -44% | -$1.43M | 0.08% | 146 |
|
|
2021
Q4 | $3.84M | Buy |
15,121
+4,311
| +40% | +$1.21M | 0.17% | 96 |
|
|
2021
Q3 | $2.93M | Sell |
10,810
-1,142
| -10% | -$290K | 0.13% | 108 |
|
|
2021
Q2 | $2.92M | Sell |
11,952
-5,873
| -33% | -$1.35M | 0.13% | 107 |
|
|
2021
Q1 | $3.78M | Sell |
17,825
-14,588
| -45% | -$3.25M | 0.17% | 94 |
|
|
2020
Q4 | $7.21M | Buy |
32,413
+2,923
| +10% | +$711K | 0.36% | 82 |
|
|
2020
Q3 | $7.41M | Sell |
29,490
-10,361
| -26% | -$2.27M | 0.4% | 75 |
|
|
2020
Q2 | $7.46M | Sell |
39,851
-1,082
| -3% | -$182K | 0.4% | 75 |
|
|
2020
Q1 | $5.89M | Buy |
40,933
+5,313
| +15% | +$911K | 0.36% | 69 |
|
|
2019
Q4 | $5.79M | Sell |
35,620
-3,882
| -10% | -$609K | 0.28% | 75 |
|
|
2019
Q3 | $5.86M | Sell |
39,502
-11,521
| -23% | -$1.75M | 0.3% | 77 |
|
|
2019
Q2 | $7.74M | Buy |
51,023
+15,636
| +44% | +$2.45M | 0.38% | 78 |
|
|
2019
Q1 | $5.6M | Sell |
35,387
-9,085
| -20% | -$1.41M | 0.26% | 82 |
|
|
2018
Q4 | $6.09M | Sell |
44,472
-1,068
| -2% | -$147K | 0.31% | 84 |
|
|
2018
Q3 | $7.24M | Buy |
45,540
+444
| +1% | +$65.9K | 0.3% | 84 |
|
|
2018
Q2 | $6.15M | Buy |
+45,096
| New | +$5.75M | 0.27% | 87 |
|
|
2016
Q3 | – | Sell |
-2,908
| Closed | -$231K | – | 275 |
|
|
2016
Q2 | $231K | Buy |
+2,908
| New | +$228K | 0.01% | 254 |
|
Other funds holding CRM
VCM
VPM
Dana Investment Advisors's CRM Position: Q1 2026 in Review
Dana Investment Advisors reduced its Salesforce (CRM) stake by 30% in Q1 2026, selling an estimated $587K and leaving 6,557 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #382.
Dana Investment Advisors first reported a position in CRM in Q2 2016 and has held it in 33 quarters since. The position peaked at $30.2M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Dana Investment Advisors held 6,557 shares of Salesforce worth $1.22M as of Q1 2026.
- Dana Investment Advisors sold 2,835 Salesforce shares in Q1 2026, an estimated $587K.
- Salesforce made up 0.04% of Dana Investment Advisors's portfolio in Q1 2026, its #382 holding.
- Dana Investment Advisors first reported a position in Salesforce in Q2 2016 and has held it in 33 quarters since.
- Dana Investment Advisors's Salesforce position peaked at $30.2M in Q1 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.