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 Q3	$1.42K	Buy	6 +1	+20%	+$206	﹤0.01%	456
2026 Q2	$817	Sell	5 -2	-29%	-$352	﹤0.01%	491
2026 Q1	$1.31K	Hold	7	–	–	﹤0.01%	322
2025 Q4	$1.86K	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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DecisionPoint Financial's CRM Position: Q3 2026 in Review

DecisionPoint Financial increased its Salesforce (CRM) stake by 20% in Q3 2026, buying an estimated $206 and bringing the position to 6 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

DecisionPoint Financial first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.01K in Q4 2024. 985 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

DecisionPoint Financial held 6 shares of Salesforce worth $1.42K as of Q3 2026.
DecisionPoint Financial bought 1 Salesforce share in Q3 2026, an estimated $206.
Salesforce made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #456 holding.
DecisionPoint Financial first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
DecisionPoint Financial's Salesforce position peaked at $2.01K in Q4 2024.
985 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.