DCM
CRM icon

Davis Capital Management’s Salesforce CRM Stock Holding History

Davis 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
Q3 		$5.51K Sell
24
-1
-4% -$206 ﹤0.01% 304
2026
Q2 		$3.92K Buy
25
+13
+108% +$2.29K ﹤0.01% 336
2026
Q1 		$2.24K Buy
12
+2
+20% +$414 ﹤0.01% 291
2025
Q4 		$2.65K Buy
10
+1
+11% +$249 ﹤0.01% 287
2025
Q3 		$2.13K Buy
+9
New +$2.27K ﹤0.01% 297

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

Davis Capital Management's CRM Position: Q3 2026 in Review

Davis Capital Management reduced its Salesforce (CRM) stake by 4% in Q3 2026, selling an estimated $206 and leaving 24 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Davis Capital Management first reported a position in CRM in Q3 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Davis Capital Management held 24 shares of Salesforce worth $5.51K as of Q3 2026.
  • Davis Capital Management sold 1 Salesforce share in Q3 2026, an estimated $206.
  • Salesforce made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #304 holding.
  • Davis Capital Management first reported a position in Salesforce in Q3 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.