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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
Q2 		$817 Sell
5
-2
-29% -$352 ﹤0.01% 491
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
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

DecisionPoint Financial's CRM Position: Q2 2026 in Review

DecisionPoint Financial reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $352 and leaving 5 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #491.

DecisionPoint Financial first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.01K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • DecisionPoint Financial held 5 shares of Salesforce worth $817 as of Q2 2026.
  • DecisionPoint Financial sold 2 Salesforce shares in Q2 2026, an estimated $352.
  • Salesforce made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #491 holding.
  • DecisionPoint Financial first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • DecisionPoint Financial's Salesforce position peaked at $2.01K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.