Dimensional Fund Advisors
CRM icon

Dimensional Fund Advisors’s Salesforce CRM Stock Holding History

Dimensional Fund Advisors’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 		$744M Sell
3,984,154
-53,412
-1% -$11.1M 0.15% 89
2025
Q4 		$1.07B Sell
4,037,566
-201,578
-5% -$50.1M 0.22% 52
2025
Q3 		$1B Buy
4,239,144
+155,024
+4% +$39.1M 0.22% 50
2025
Q2 		$1.11B Sell
4,084,120
-98,302
-2% -$26.3M 0.26% 43
2025
Q1 		$1.12B Buy
4,182,422
+312,454
+8% +$97.2M 0.28% 41
2024
Q4 		$1.29B Sell
3,869,968
-156,167
-4% -$49.8M 0.31% 32
2024
Q3 		$1.1B Buy
4,026,135
+533,552
+15% +$137M 0.27% 38
2024
Q2 		$898M Buy
3,492,583
+646,127
+23% +$173M 0.23% 44
2024
Q1 		$857M Buy
2,846,456
+269,487
+10% +$77.8M 0.23% 48
2023
Q4 		$678M Sell
2,576,969
-319,924
-11% -$72.4M 0.2% 67
2023
Q3 		$587M Buy
2,896,893
+115,891
+4% +$25M 0.19% 66
2023
Q2 		$588M Buy
2,781,002
+65,668
+2% +$13.4M 0.19% 69
2023
Q1 		$542M Buy
2,715,334
+64,571
+2% +$10.9M 0.18% 74
2022
Q4 		$351K Buy
2,650,763
+558,760
+27% +$81.5M 0.1% 138
2022
Q3 		$301M Buy
2,092,003
+212,464
+11% +$36M 0.12% 140
2022
Q2 		$310M Buy
1,879,539
+23,450
+1% +$4.14M 0.11% 152
2022
Q1 		$394M Buy
1,856,089
+290,158
+19% +$62.4M 0.12% 131
2021
Q4 		$398M Buy
1,565,931
+70,722
+5% +$19.9M 0.12% 122
2021
Q3 		$406M Buy
1,495,209
+39,106
+3% +$9.93M 0.13% 111
2021
Q2 		$356M Buy
1,456,103
+25,183
+2% +$5.8M 0.11% 137
2021
Q1 		$303M Buy
1,430,920
+32,806
+2% +$7.3M 0.1% 169
2020
Q4 		$311M Buy
1,398,114
+58,643
+4% +$14.3M 0.11% 121
2020
Q3 		$337M Buy
1,339,471
+10,010
+0.8% +$2.19M 0.14% 93
2020
Q2 		$249M Buy
1,329,461
+79,583
+6% +$13.4M 0.11% 124
2020
Q1 		$180M Buy
1,249,878
+127,756
+11% +$21.9M 0.09% 159
2019
Q4 		$183M Sell
1,122,122
-11,914
-1% -$1.87M 0.07% 315
2019
Q3 		$168M Buy
1,134,036
+190,810
+20% +$29M 0.07% 321
2019
Q2 		$143M Sell
943,226
-27
-0% -$4.23K 0.06% 407
2019
Q1 		$149M Buy
943,253
+27,359
+3% +$4.24M 0.06% 361
2018
Q4 		$125M Buy
915,894
+75,502
+9% +$10.4M 0.06% 371
2018
Q3 		$134M Buy
840,392
+45,063
+6% +$6.69M 0.05% 473
2018
Q2 		$108M Buy
795,329
+55,559
+8% +$7.09M 0.04% 584
2018
Q1 		$86M Buy
739,770
+1,620
+0.2% +$186K 0.04% 737
2017
Q4 		$75.5M Buy
738,150
+2,199
+0.3% +$224K 0.03% 863
2017
Q3 		$68.7M Buy
735,951
+4,510
+0.6% +$415K 0.03% 922
2017
Q2 		$63.3M Buy
731,441
+24,079
+3% +$2.1M 0.03% 956
2017
Q1 		$58.4M Buy
707,362
+21,297
+3% +$1.7M 0.03% 1001
2016
Q4 		$47M Buy
686,065
+12,512
+2% +$908K 0.02% 1200
2016
Q3 		$48M Buy
673,553
+15,906
+2% +$1.24M 0.03% 1077
2016
Q2 		$52.2M Buy
657,647
+7,809
+1% +$613K 0.03% 924
2016
Q1 		$48M Buy
649,838
+22,522
+4% +$1.55M 0.03% 968
2015
Q4 		$49.2M Buy
627,316
+41,849
+7% +$3.27M 0.03% 867
2015
Q3 		$40.6M Buy
585,467
+14,326
+3% +$1.02M 0.03% 1006
2015
Q2 		$39.8M Buy
571,141
+20,151
+4% +$1.43M 0.02% 1113
2015
Q1 		$36.8M Buy
550,990
+4,469
+0.8% +$277K 0.02% 1161
2014
Q4 		$32.4M Buy
546,521
+1,033
+0.2% +$60.9K 0.02% 1220
2014
Q3 		$31.4M Sell
545,488
-21,554
-4% -$1.21M 0.02% 1113
2014
Q2 		$32.9M Sell
567,042
-6,038
-1% -$326K 0.02% 1102
2014
Q1 		$32.7M Buy
573,080
+5,298
+0.9% +$317K 0.02% 1028
2013
Q4 		$31.3M Buy
567,782
+45,041
+9% +$2.41M 0.02% 1024
2013
Q3 		$27.1M Sell
522,741
-1,940
-0.4% -$88.1K 0.02% 1059
2013
Q2 		$20M Buy
+524,681
New +$21.7M 0.02% 1286

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

Dimensional Fund Advisors's CRM Position: Q1 2026 in Review

Dimensional Fund Advisors reduced its Salesforce (CRM) stake by 1.3% in Q1 2026, selling an estimated $11.1M and leaving 3,984,154 shares worth $744M. The position accounts for 0.15% of the portfolio, ranked #89.

Dimensional Fund Advisors first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.29B in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Dimensional Fund Advisors held 3,984,154 shares of Salesforce worth $744M as of Q1 2026.
  • Dimensional Fund Advisors sold 53,412 Salesforce shares in Q1 2026, an estimated $11.1M.
  • Salesforce made up 0.15% of Dimensional Fund Advisors's portfolio in Q1 2026, its #89 holding.
  • Dimensional Fund Advisors first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's Salesforce position peaked at $1.29B in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.