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DeDora Capital’s Salesforce CRM Stock Holding History

DeDora Capital’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 		$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

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

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. 1,416 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.
  • 1,416 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.