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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
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

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

Daymark Wealth Partners's CRM Position: Q2 2026 in Review

Daymark Wealth Partners increased its Salesforce (CRM) stake by 2.9% in Q2 2026, buying an estimated $182K and bringing the position to 37,033 shares worth $5.8M. The position accounts for 0.14% of the portfolio, ranked #121.

Daymark Wealth Partners first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.8M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Daymark Wealth Partners held 37,033 shares of Salesforce worth $5.8M as of Q2 2026.
  • Daymark Wealth Partners bought 1,033 Salesforce shares in Q2 2026, an estimated $182K.
  • Salesforce made up 0.14% of Daymark Wealth Partners's portfolio in Q2 2026, its #121 holding.
  • Daymark Wealth Partners first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Salesforce position peaked at $24.8M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.