Daner Wealth Management
CRM icon

Daner Wealth Management’s Salesforce CRM Stock Holding History

Daner Wealth Management’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 		$278K Buy
1,276
+1
+0.1% +$206 0.15% 75
2026
Q2 		$257K Buy
1,275
+10
+0.8% +$1.76K 0.14% 77
2026
Q1 		$217K Buy
1,265
+134
+12% +$27.8K 0.13% 82
2025
Q4 		$219K Buy
1,131
+98
+9% +$24.4K 0.13% 91
2025
Q3 		$251K Buy
+1,033
New +$261K 0.16% 76

Other funds holding CRM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Daner Wealth Management's CRM Position: Q3 2026 in Review

Daner Wealth Management increased its Salesforce (CRM) stake by 0.08% in Q3 2026, buying an estimated $206 and bringing the position to 1,276 shares worth $278K. The position accounts for 0.15% of the portfolio, ranked #75.

Daner Wealth Management first reported a position in CRM in Q3 2025 and has held it in 5 quarters since. 2,342 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Daner Wealth Management held 1,276 shares of Salesforce worth $278K as of Q3 2026.
  • Daner Wealth Management bought 1 Salesforce share in Q3 2026, an estimated $206.
  • Salesforce made up 0.15% of Daner Wealth Management's portfolio in Q3 2026, its #75 holding.
  • Daner Wealth Management first reported a position in Salesforce in Q3 2025 and has held it in 5 quarters since.
  • 2,342 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Daner Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.