DecisionPoint Financial’s Salesforce CRM Stock Holding History

DecisionPoint Financial’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	$1.31K	Hold	7	–	–	﹤0.01%	322
2025 Q4	$1.85K	Hold	7	–	–	﹤0.01%	340
2025 Q3	$1.65K	Hold	7	–	–	﹤0.01%	259
2025 Q2	$1.9K	Buy	7 +1	+17%	+$267	﹤0.01%	241
2025 Q1	$1.61K	Hold	6	–	–	﹤0.01%	216
2024 Q4	$2.01K	Hold	6	–	–	﹤0.01%	223
2024 Q3	$1.64K	Hold	6	–	–	﹤0.01%	220
2024 Q2	$1.55K	Hold	6	–	–	﹤0.01%	218
2024 Q1	$1.65K	Hold	6	–	–	﹤0.01%	238
2023 Q4	$1.58K	Buy	+6	New	+$1.36K	﹤0.01%	187

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DecisionPoint Financial's CRM Position: Q1 2026 in Review

DecisionPoint Financial held its Salesforce (CRM) position steady in Q1 2026 at 7 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

DecisionPoint Financial first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.01K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

DecisionPoint Financial held 7 shares of Salesforce worth $1.31K as of Q1 2026.
DecisionPoint Financial left its Salesforce share count unchanged in Q1 2026.
Salesforce made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #322 holding.
DecisionPoint Financial first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
DecisionPoint Financial's Salesforce position peaked at $2.01K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.