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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Daymark Wealth Partners's CRM Position: Q1 2026 in Review

Daymark Wealth Partners increased its Salesforce (CRM) stake by 4.1% in Q1 2026, buying an estimated $296K and bringing the position to 36,000 shares worth $6.72M. The position accounts for 0.21% of the portfolio, ranked #92.

Daymark Wealth Partners first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.8M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Daymark Wealth Partners held 36,000 shares of Salesforce worth $6.72M as of Q1 2026.
  • Daymark Wealth Partners bought 1,427 Salesforce shares in Q1 2026, an estimated $296K.
  • Salesforce made up 0.21% of Daymark Wealth Partners's portfolio in Q1 2026, its #92 holding.
  • Daymark Wealth Partners first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Daymark Wealth Partners's Salesforce position peaked at $24.8M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.