DCM
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Davidson Capital Management’s Salesforce CRM Stock Holding History

Davidson Capital 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 		$4.39K Sell
28
-5,289
-99% -$930K ﹤0.01% 89
2026
Q1 		$993K Sell
5,317
-2,841
-35% -$589K 0.18% 82
2025
Q4 		$2.16M Sell
8,158
-3,814
-32% -$948K 0.47% 48
2025
Q3 		$2.84M Buy
11,972
+113
+1% +$28.5K 0.63% 50
2025
Q2 		$3.23M Buy
11,859
+2,520
+27% +$674K 0.78% 37
2025
Q1 		$2.51M Sell
9,339
-3,850
-29% -$1.2M 0.68% 49
2024
Q4 		$4.41M Buy
13,189
+152
+1% +$48.5K 1.16% 11
2024
Q3 		$3.57M Sell
13,037
-119
-0.9% -$30.5K 1.03% 14
2024
Q2 		$3.38M Buy
13,156
+5,079
+63% +$1.36M 1.04% 12
2024
Q1 		$2.43M Buy
8,077
+8,049
+28,746% +$2.32M 0.78% 43
2023
Q4 		$7.37K Buy
28
+2
+8% +$453 ﹤0.01% 82
2023
Q3 		$5.27K Hold
26
– – ﹤0.01% 68
2023
Q2 		$5.49K Hold
26
– – ﹤0.01% 61
2023
Q1 		$5.2K Buy
26
+6
+30% +$1.01K ﹤0.01% 53
2022
Q4 		$2.65K Buy
20
+1
+5% +$146 ﹤0.01% 99
2022
Q3 		$3K Buy
19
+4
+27% +$678 ﹤0.01% 53
2022
Q2 		$2K Sell
15
-5,875
-100% -$1.04M ﹤0.01% 56
2022
Q1 		$1.25M Buy
5,890
+162
+3% +$34.9K 0.47% 44
2021
Q4 		$1.46M Buy
5,728
+187
+3% +$52.5K 0.8% 36
2021
Q3 		$1.5M Buy
5,541
+123
+2% +$31.2K 0.76% 7
2021
Q2 		$1.32M Buy
5,418
+20
+0.4% +$4.61K 0.64% 30
2021
Q1 		$1.14M Sell
5,398
-5,863
-52% -$1.31M 0.6% 47
2020
Q4 		$2.51M Buy
11,261
+6,574
+140% +$1.6M 1.41% 12
2020
Q3 		$1.18M Buy
4,687
+741
+19% +$162K 0.75% 22
2020
Q2 		$739K Buy
3,946
+246
+7% +$41.5K 0.65% 42
2020
Q1 		$533K Buy
+3,700
New +$634K 0.76% 36

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Davidson Capital Management's CRM Position: Q2 2026 in Review

Davidson Capital Management reduced its Salesforce (CRM) stake by 99% in Q2 2026, selling an estimated $930K and leaving 28 shares worth $4.39K. The position accounts for ﹤0.01% of the portfolio, ranked #89.

Davidson Capital Management first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.41M in Q4 2024. 1,043 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Davidson Capital Management held 28 shares of Salesforce worth $4.39K as of Q2 2026.
  • Davidson Capital Management sold 5,289 Salesforce shares in Q2 2026, an estimated $930K.
  • Salesforce made up ﹤0.01% of Davidson Capital Management's portfolio in Q2 2026, its #89 holding.
  • Davidson Capital Management first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Davidson Capital Management's Salesforce position peaked at $4.41M in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.