DJYG
CRM icon

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
Q3 		$301K Hold
1,310
– – 0.14% 72
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

David J. Yvars Group's CRM Position: Q3 2026 in Review

David J. Yvars Group held its Salesforce (CRM) position steady in Q3 2026 at 1,310 shares worth $301K. The position accounts for 0.14% of the portfolio, ranked #72.

David J. Yvars Group first reported a position in CRM in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.99M in Q1 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • David J. Yvars Group held 1,310 shares of Salesforce worth $301K as of Q3 2026.
  • David J. Yvars Group left its Salesforce share count unchanged in Q3 2026.
  • Salesforce made up 0.14% of David J. Yvars Group's portfolio in Q3 2026, its #72 holding.
  • David J. Yvars Group first reported a position in Salesforce in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's Salesforce position peaked at $4.99M in Q1 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.