DCM
CRM icon

Disciplina Capital Management’s Salesforce CRM Stock Holding History

Disciplina 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
Q2 		$21.2K Sell
135
-40
-23% -$7.03K ﹤0.01% 60
2026
Q1 		$32.7K Hold
175
– – ﹤0.01% 58
2025
Q4 		$46.3K Hold
175
– – 0.01% 53
2025
Q3 		$41.4K Buy
175
+1
+0.6% +$252 0.01% 52
2025
Q2 		$47.5K Hold
174
– – 0.01% 52
2025
Q1 		$46.7K Buy
174
+93
+115% +$28.9K 0.01% 48
2024
Q4 		$27.1K Hold
81
– – ﹤0.01% 53
2024
Q3 		$22.2K Buy
+81
New +$20.7K ﹤0.01% 55
2022
Q2 		– Sell
-123
Closed -$26.1K – 51
2022
Q1 		$26.1K Buy
123
+9
+8% +$1.94K 0.01% 51
2021
Q4 		$29K Buy
+114
New +$32K 0.01% 51
2021
Q1 		– Sell
-17
Closed -$3.78K – 53
2020
Q4 		$3.78K Buy
+17
New +$4.13K ﹤0.01% 47

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Disciplina Capital Management's CRM Position: Q2 2026 in Review

Disciplina Capital Management reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $7.03K and leaving 135 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #60.

Disciplina Capital Management first reported a position in CRM in Q4 2020 and has held it in 11 quarters since. The position peaked at $47.5K in Q2 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Disciplina Capital Management held 135 shares of Salesforce worth $21.2K as of Q2 2026.
  • Disciplina Capital Management sold 40 Salesforce shares in Q2 2026, an estimated $7.03K.
  • Salesforce made up ﹤0.01% of Disciplina Capital Management's portfolio in Q2 2026, its #60 holding.
  • Disciplina Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 11 quarters since.
  • Disciplina Capital Management's Salesforce position peaked at $47.5K in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Disciplina Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.