DJYG
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David J. Yvars Group’s Salesforce CRM Stock Holding History

David J. Yvars Group’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 		$205K Sell
1,310
-40
-3% -$7.03K 0.1% 97
2026
Q1 		$252K Sell
1,350
-335
-20% -$69.4K 0.14% 69
2025
Q4 		$446K Buy
1,685
+120
+8% +$29.8K 0.24% 49
2025
Q3 		$371K Sell
1,565
-2,598
-62% -$655K 0.2% 61
2025
Q2 		$1.14M Buy
4,163
+938
+29% +$251K 0.67% 24
2025
Q1 		$865K Sell
3,225
-145
-4% -$45.1K 0.68% 24
2024
Q4 		$1.13M Sell
3,370
-10
-0.3% -$3.19K 0.69% 24
2024
Q3 		$925K Sell
3,380
-13,014
-79% -$3.33M 0.57% 29
2024
Q2 		$4.21M Sell
16,394
-168
-1% -$45K 2.64% 12
2024
Q1 		$4.99M Buy
16,562
+252
+2% +$72.7K 3.36% 8
2023
Q4 		$4.29M Sell
16,310
-290
-2% -$65.6K 3.45% 9
2023
Q3 		$3.37M Buy
16,600
+195
+1% +$42.1K 2.81% 10
2023
Q2 		$3.47M Buy
16,405
+14,145
+626% +$2.89M 2.86% 9
2023
Q1 		$452K Hold
2,260
– – 0.41% 42
2022
Q4 		$300K Hold
2,260
– – 0.38% 42
2022
Q3 		$325K Sell
2,260
-205
-8% -$34.8K 0.36% 42
2022
Q2 		$415K Buy
2,465
+65
+3% +$11.5K 0.56% 34
2022
Q1 		$510K Sell
2,400
-85
-3% -$18.3K 0.35% 38
2021
Q4 		$632K Buy
2,485
+135
+6% +$37.9K 0.39% 35
2021
Q3 		$647K Hold
2,350
– – 0.38% 40
2021
Q2 		$574K Hold
2,350
– – 0.32% 47
2021
Q1 		$498K Sell
2,350
-130
-5% -$28.9K 0.32% 46
2020
Q4 		$552K Buy
+2,480
New +$603K 0.37% 38

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

David J. Yvars Group's CRM Position: Q2 2026 in Review

David J. Yvars Group reduced its Salesforce (CRM) stake by 3% in Q2 2026, selling an estimated $7.03K and leaving 1,310 shares worth $205K. The position accounts for 0.1% of the portfolio, ranked #97.

David J. Yvars Group first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.99M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • David J. Yvars Group held 1,310 shares of Salesforce worth $205K as of Q2 2026.
  • David J. Yvars Group sold 40 Salesforce shares in Q2 2026, an estimated $7.03K.
  • Salesforce made up 0.1% of David J. Yvars Group's portfolio in Q2 2026, its #97 holding.
  • David J. Yvars Group first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • David J. Yvars Group's Salesforce position peaked at $4.99M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.