Daymark Wealth Partners
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Daymark Wealth Partners’s Salesforce CRM Stock Holding History

Daymark Wealth Partners’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 		$8.87M Buy
38,629
+1,596
+4% +$329K 0.2% 96
2026
Q2 		$5.8M Buy
37,033
+1,033
+3% +$182K 0.14% 121
2026
Q1 		$6.72M Buy
36,000
+1,427
+4% +$296K 0.21% 92
2025
Q4 		$9.16M Sell
34,573
-57,799
-63% -$14.4M 0.29% 67
2025
Q3 		$21.9M Buy
92,372
+1,515
+2% +$382K 0.74% 30
2025
Q2 		$24.8M Buy
90,857
+19,801
+28% +$5.29M 0.94% 24
2025
Q1 		$19.1M Sell
71,056
-103,866
-59% -$32.3M 0.82% 30
2024
Q4 		$23.5M Sell
174,922
-158
-0.1% -$50.4K 0.99% 20
2024
Q3 		$19.3M Buy
175,080
+396
+0.2% +$101K 0.82% 28
2024
Q2 		$18M Buy
174,684
+3,456
+2% +$925K 0.83% 24
2024
Q1 		$20.1M Sell
171,228
-788
-0.5% -$227K 1.08% 17
2023
Q4 		$17.7M Sell
172,016
-405
-0.2% -$91.7K 1.09% 18
2023
Q3 		$13.8M Buy
172,421
+110,907
+180% +$24M 0.95% 25
2023
Q2 		$13M Buy
61,514
+21,224
+53% +$4.33M 0.97% 24
2023
Q1 		$8.05M Sell
40,290
-336
-0.8% -$56.8K 1.07% 22
2022
Q4 		$5.39M Buy
+40,626
New +$5.93M 0.95% 26

Other funds holding CRM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Daymark Wealth Partners's CRM Position: Q3 2026 in Review

Daymark Wealth Partners increased its Salesforce (CRM) stake by 4.3% in Q3 2026, buying an estimated $329K and bringing the position to 38,629 shares worth $8.87M. The position accounts for 0.2% of the portfolio, ranked #96.

Daymark Wealth Partners first reported a position in CRM in Q4 2022 and has held it in 16 quarters since. The position peaked at $24.8M in Q2 2025. 1,439 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Daymark Wealth Partners held 38,629 shares of Salesforce worth $8.87M as of Q3 2026.
  • Daymark Wealth Partners bought 1,596 Salesforce shares in Q3 2026, an estimated $329K.
  • Salesforce made up 0.2% of Daymark Wealth Partners's portfolio in Q3 2026, its #96 holding.
  • Daymark Wealth Partners first reported a position in Salesforce in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's Salesforce position peaked at $24.8M in Q2 2025.
  • 1,439 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.