DCM
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DGS Capital Management’s Salesforce CRM Stock Holding History

DGS Capital Management’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
Q1 		$288K Sell
1,545
-138
-8% -$28.6K 0.05% 415
2025
Q4 		$446K Buy
1,683
+800
+91% +$199K 0.08% 227
2025
Q3 		$209K Buy
883
+23
+3% +$5.8K 0.04% 384
2025
Q2 		$235K Sell
860
-68
-7% -$18.2K 0.05% 284
2025
Q1 		$249K Buy
928
+76
+9% +$23.6K 0.07% 244
2024
Q4 		$285K Buy
+852
New +$272K 0.07% 227
2024
Q2 		– Sell
-1,191
Closed -$359K – 304
2024
Q1 		$359K Sell
1,191
-32
-3% -$9.23K 0.1% 182
2023
Q4 		$322K Sell
1,223
-10
-0.8% -$2.26K 0.12% 155
2023
Q3 		$250K Buy
+1,233
New +$266K 0.12% 178

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DGS Capital Management's CRM Position: Q1 2026 in Review

DGS Capital Management reduced its Salesforce (CRM) stake by 8.2% in Q1 2026, selling an estimated $28.6K and leaving 1,545 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #415.

DGS Capital Management first reported a position in CRM in Q3 2023 and has held it in 9 quarters since. The position peaked at $446K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • DGS Capital Management held 1,545 shares of Salesforce worth $288K as of Q1 2026.
  • DGS Capital Management sold 138 Salesforce shares in Q1 2026, an estimated $28.6K.
  • Salesforce made up 0.05% of DGS Capital Management's portfolio in Q1 2026, its #415 holding.
  • DGS Capital Management first reported a position in Salesforce in Q3 2023 and has held it in 9 quarters since.
  • DGS Capital Management's Salesforce position peaked at $446K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.