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Dillon & Associates’s Salesforce CRM Stock Holding History

Dillon & Associates’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 		$6.19M Buy
33,091
+1,142
+4% +$237K 0.85% 31
2025
Q4 		$8.47M Buy
31,949
+1,382
+5% +$343K 1.09% 24
2025
Q3 		$7.24M Sell
30,567
-197
-0.6% -$49.7K 0.93% 27
2025
Q2 		$8.4M Buy
30,764
+1,334
+5% +$357K 1.14% 26
2025
Q1 		$7.89M Buy
29,430
+1,779
+6% +$553K 1.17% 26
2024
Q4 		$9.23M Buy
27,651
+67
+0.2% +$21.4K 1.28% 25
2024
Q3 		$7.56M Buy
27,584
+836
+3% +$214K 1.06% 27
2024
Q2 		$6.87M Buy
26,748
+1,283
+5% +$343K 1% 28
2024
Q1 		$7.67M Buy
25,465
+1,044
+4% +$301K 1.2% 27
2023
Q4 		$6.42M Buy
24,421
+287
+1% +$65K 1.17% 27
2023
Q3 		$4.9M Buy
24,134
+3,191
+15% +$689K 0.94% 31
2023
Q2 		$4.42M Sell
20,943
-215
-1% -$43.9K 0.81% 32
2023
Q1 		$4.23M Buy
21,158
+603
+3% +$102K 0.84% 30
2022
Q4 		$2.73M Buy
20,555
+823
+4% +$120K 0.59% 37
2022
Q3 		$2.84M Buy
19,732
+1,095
+6% +$186K 0.66% 36
2022
Q2 		$3.08M Buy
18,637
+437
+2% +$77.2K 0.69% 36
2022
Q1 		$3.86M Buy
18,200
+1,720
+10% +$370K 0.73% 32
2021
Q4 		$4.19M Buy
16,480
+225
+1% +$63.2K 0.73% 33
2021
Q3 		$4.41M Buy
16,255
+527
+3% +$134K 0.84% 32
2021
Q2 		$3.84M Buy
15,728
+280
+2% +$64.5K 0.75% 32
2021
Q1 		$3.27M Buy
15,448
+370
+2% +$82.4K 0.7% 33
2020
Q4 		$3.36M Buy
15,078
+1,600
+12% +$389K 0.73% 32
2020
Q3 		$3.38M Buy
13,478
+120
+0.9% +$26.3K 0.82% 32
2020
Q2 		$2.5M Sell
13,358
-22
-0.2% -$3.71K 0.68% 34
2020
Q1 		$1.93M Buy
13,380
+1,320
+11% +$226K 0.65% 34
2019
Q4 		$1.97M Buy
12,060
+305
+3% +$47.8K 0.55% 38
2019
Q3 		$1.74M Buy
11,755
+945
+9% +$144K 0.53% 38
2019
Q2 		$1.64M Buy
10,810
+3,765
+53% +$590K 0.51% 39
2019
Q1 		$1.11M Buy
7,045
+4,020
+133% +$623K 0.36% 41
2018
Q4 		$414K Buy
+3,025
New +$416K 0.16% 52

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

Dillon & Associates's CRM Position: Q1 2026 in Review

Dillon & Associates increased its Salesforce (CRM) stake by 3.6% in Q1 2026, buying an estimated $237K and bringing the position to 33,091 shares worth $6.19M. The position accounts for 0.85% of the portfolio, ranked #31.

Dillon & Associates first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.23M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Dillon & Associates held 33,091 shares of Salesforce worth $6.19M as of Q1 2026.
  • Dillon & Associates bought 1,142 Salesforce shares in Q1 2026, an estimated $237K.
  • Salesforce made up 0.85% of Dillon & Associates's portfolio in Q1 2026, its #31 holding.
  • Dillon & Associates first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Dillon & Associates's Salesforce position peaked at $9.23M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dillon & Associates's 13F filing for Q1 2026, filed 7 May 2026.