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DCM Advisors’s Salesforce CRM Stock Holding History

DCM Advisors’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
2024
Q4 		– Sell
-1,495
Closed -$409K – 42
2024
Q3 		$409K Sell
1,495
-85
-5% -$21.8K 0.21% 45
2024
Q2 		$406K Buy
1,580
+275
+21% +$73.6K 0.21% 44
2024
Q1 		$393K Buy
1,305
+348
+36% +$100K 0.16% 54
2023
Q4 		$252K Sell
957
-146
-13% -$33K 0.09% 105
2023
Q3 		$224K Buy
+1,103
New +$238K 0.1% 73
2022
Q1 		– Sell
-5,514
Closed -$1.4M – 193
2021
Q4 		$1.4M Sell
5,514
-783
-12% -$220K 0.41% 58
2021
Q3 		$1.71M Buy
+6,297
New +$1.6M 0.66% 34
2021
Q1 		– Sell
-2,695
Closed -$600K – 246
2020
Q4 		$600K Buy
+2,695
New +$655K 0.35% 90

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DCM Advisors's CRM Position: Q4 2024 in Review

DCM Advisors sold out of Salesforce (CRM) in Q4 2024, closing a stake of 1,495 shares — an estimated $409K sold.

DCM Advisors first reported a position in CRM in Q4 2020 and held it in 8 quarters. The position peaked at $1.71M in Q3 2021. 3,102 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • DCM Advisors reported no remaining Salesforce position as of Q4 2024 after selling out during the quarter.
  • DCM Advisors sold 1,495 Salesforce shares in Q4 2024, an estimated $409K.
  • DCM Advisors first reported a position in Salesforce in Q4 2020 and held it in 8 quarters.
  • DCM Advisors's Salesforce position peaked at $1.71M in Q3 2021.
  • 3,102 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on DCM Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.