DRS
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Deane Retirement Strategies’s Salesforce CRM Stock Holding History

Deane Retirement Strategies’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 		$4.8M Buy
30,620
+4,545
+17% +$799K 2.03% 21
2026
Q1 		$4.87M Sell
26,075
-191
-0.7% -$39.6K 1.96% 25
2025
Q4 		$6.95M Buy
26,266
+6,748
+35% +$1.68M 2.87% 12
2025
Q3 		$4.63M Buy
+19,518
New +$4.92M 1.99% 25
2017
Q1 		– Sell
-22,491
Closed -$1.54M – 51
2016
Q4 		$1.54M Buy
+22,491
New +$1.63M 1.38% 26
2015
Q3 		– Sell
-15,827
Closed -$316K – 49
2015
Q2 		$316K Sell
15,827
-70,306
-82% -$5.01M 0.32% 25
2015
Q1 		$1.69M Buy
+86,133
New +$5.34M 1.63% 18

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

Deane Retirement Strategies's CRM Position: Q2 2026 in Review

Deane Retirement Strategies increased its Salesforce (CRM) stake by 17% in Q2 2026, buying an estimated $799K and bringing the position to 30,620 shares worth $4.8M. The position accounts for 2.03% of the portfolio, ranked #21.

Deane Retirement Strategies first reported a position in CRM in Q1 2015 and has held it in 7 quarters since. The position peaked at $6.95M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Deane Retirement Strategies held 30,620 shares of Salesforce worth $4.8M as of Q2 2026.
  • Deane Retirement Strategies bought 4,545 Salesforce shares in Q2 2026, an estimated $799K.
  • Salesforce made up 2.03% of Deane Retirement Strategies's portfolio in Q2 2026, its #21 holding.
  • Deane Retirement Strategies first reported a position in Salesforce in Q1 2015 and has held it in 7 quarters since.
  • Deane Retirement Strategies's Salesforce position peaked at $6.95M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.