DeDora Capital
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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
Q3 		$1.32M Sell
5,734
-119
-2% -$24.5K 0.29% 58
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

DeDora Capital's CRM Position: Q3 2026 in Review

DeDora Capital reduced its Salesforce (CRM) stake by 2% in Q3 2026, selling an estimated $24.5K and leaving 5,734 shares worth $1.32M. The position accounts for 0.29% of the portfolio, ranked #58.

DeDora Capital first reported a position in CRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.7M in Q4 2024. 2,145 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • DeDora Capital held 5,734 shares of Salesforce worth $1.32M as of Q3 2026.
  • DeDora Capital sold 119 Salesforce shares in Q3 2026, an estimated $24.5K.
  • Salesforce made up 0.29% of DeDora Capital's portfolio in Q3 2026, its #58 holding.
  • DeDora Capital first reported a position in Salesforce in Q1 2019 and has held it in 29 quarters since.
  • DeDora Capital's Salesforce position peaked at $2.7M in Q4 2024.
  • 2,145 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.