DeDora Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $917K | Sell |
5,853
-1,317
| -18% | -$232K | 0.2% | 70 |
|
|
2026
Q1 | $1.34M | Sell |
7,170
-116
| -2% | -$24K | 0.33% | 57 |
|
|
2025
Q4 | $1.93M | Sell |
7,286
-1,070
| -13% | -$266K | 0.46% | 49 |
|
|
2025
Q3 | $1.98M | Sell |
8,356
-176
| -2% | -$44.4K | 0.48% | 47 |
|
|
2025
Q2 | $2.33M | Buy |
8,532
+407
| +5% | +$109K | 0.61% | 42 |
|
|
2025
Q1 | $2.18M | Buy |
8,125
+46
| +0.6% | +$14.3K | 0.63% | 41 |
|
|
2024
Q4 | $2.7M | Buy |
8,079
+12
| +0.1% | +$3.83K | 0.74% | 31 |
|
|
2024
Q3 | $2.21M | Buy |
8,067
+387
| +5% | +$99.1K | 0.62% | 39 |
|
|
2024
Q2 | $1.97M | Buy |
7,680
+582
| +8% | +$156K | 0.61% | 40 |
|
|
2024
Q1 | $2.14M | Buy |
7,098
+2,670
| +60% | +$770K | 0.68% | 37 |
|
|
2023
Q4 | $1.17M | Buy |
4,428
+189
| +4% | +$42.8K | 0.41% | 50 |
|
|
2023
Q3 | $860K | Buy |
4,239
+538
| +15% | +$116K | 0.34% | 59 |
|
|
2023
Q2 | $782K | Buy |
3,701
+512
| +16% | +$105K | 0.3% | 65 |
|
|
2023
Q1 | $637K | Buy |
3,189
+688
| +28% | +$116K | 0.27% | 72 |
|
|
2022
Q4 | $332K | Buy |
2,501
+728
| +41% | +$106K | 0.16% | 88 |
|
|
2022
Q3 | $255K | Hold |
1,773
| – | – | 0.13% | 92 |
|
|
2022
Q2 | $293K | Hold |
1,773
| – | – | 0.15% | 84 |
|
|
2022
Q1 | $376K | Buy |
+1,773
| New | +$382K | 0.15% | 80 |
|
|
2021
Q4 | – | Sell |
-1,972
| Closed | -$535K | – | 70 |
|
|
2021
Q3 | $535K | Buy |
1,972
+9
| +0.5% | +$2.29K | 0.23% | 70 |
|
|
2021
Q2 | $480K | Buy |
1,963
+9
| +0.5% | +$2.07K | 0.21% | 70 |
|
|
2021
Q1 | $414K | Sell |
1,954
-530
| -21% | -$118K | 0.2% | 70 |
|
|
2020
Q4 | $553K | Buy |
2,484
+102
| +4% | +$24.8K | 0.27% | 67 |
|
|
2020
Q3 | $599K | Sell |
2,382
-280
| -11% | -$61.3K | 0.33% | 61 |
|
|
2020
Q2 | $499K | Buy |
2,662
+104
| +4% | +$17.5K | 0.3% | 63 |
|
|
2020
Q1 | $368K | Sell |
2,558
-60
| -2% | -$10.3K | 0.28% | 65 |
|
|
2019
Q4 | $426K | Buy |
+2,618
| New | +$410K | 0.26% | 67 |
|
|
2019
Q3 | – | Sell |
-2,242
| Closed | -$340K | – | 88 |
|
|
2019
Q2 | $340K | Buy |
2,242
+180
| +9% | +$28.2K | 0.24% | 68 |
|
|
2019
Q1 | $327K | Buy |
+2,062
| New | +$320K | 0.25% | 66 |
|
Other funds holding CRM
DeDora Capital's CRM Position: Q2 2026 in Review
DeDora Capital reduced its Salesforce (CRM) stake by 18% in Q2 2026, selling an estimated $232K and leaving 5,853 shares worth $917K. The position accounts for 0.2% of the portfolio, ranked #70.
DeDora Capital first reported a position in CRM in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.7M in Q4 2024. 2,491 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- DeDora Capital held 5,853 shares of Salesforce worth $917K as of Q2 2026.
- DeDora Capital sold 1,317 Salesforce shares in Q2 2026, an estimated $232K.
- Salesforce made up 0.2% of DeDora Capital's portfolio in Q2 2026, its #70 holding.
- DeDora Capital first reported a position in Salesforce in Q1 2019 and has held it in 28 quarters since.
- DeDora Capital's Salesforce position peaked at $2.7M in Q4 2024.
- 2,491 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.