DWM
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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Daner Wealth Management's CRM Position: Q2 2026 in Review

Daner Wealth Management increased its Salesforce (CRM) stake by 0.79% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,275 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #77.

Daner Wealth Management first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Daner Wealth Management held 1,275 shares of Salesforce worth $257K as of Q2 2026.
  • Daner Wealth Management bought 10 Salesforce shares in Q2 2026, an estimated $1.76K.
  • Salesforce made up 0.14% of Daner Wealth Management's portfolio in Q2 2026, its #77 holding.
  • Daner Wealth Management first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.