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DNCA Finance’s Salesforce CRM Stock Holding History

DNCA Finance’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 		$11M Sell
59,000
-6,600
-10% -$1.37M 0.63% 35
2025
Q4 		$17.4M Hold
65,600
– – 1.01% 25
2025
Q3 		$15.5M Buy
65,600
+30,900
+89% +$7.79M 1.06% 27
2025
Q2 		$9.46M Buy
34,700
+13,600
+64% +$3.64M 0.72% 38
2025
Q1 		$5.66M Sell
21,100
-13,000
-38% -$4.04M 0.47% 55
2024
Q4 		$11.4M Buy
34,100
+300
+0.9% +$95.7K 0.89% 30
2024
Q3 		$9.25M Sell
33,800
-6,200
-16% -$1.59M 0.79% 37
2024
Q2 		$10.3M Buy
+40,000
New +$10.7M 0.88% 34

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

DNCA Finance's CRM Position: Q1 2026 in Review

DNCA Finance reduced its Salesforce (CRM) stake by 10% in Q1 2026, selling an estimated $1.37M and leaving 59,000 shares worth $11M. The position accounts for 0.63% of the portfolio, ranked #35.

DNCA Finance first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.4M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • DNCA Finance held 59,000 shares of Salesforce worth $11M as of Q1 2026.
  • DNCA Finance sold 6,600 Salesforce shares in Q1 2026, an estimated $1.37M.
  • Salesforce made up 0.63% of DNCA Finance's portfolio in Q1 2026, its #35 holding.
  • DNCA Finance first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • DNCA Finance's Salesforce position peaked at $17.4M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on DNCA Finance's 13F filing for Q1 2026, filed 14 May 2026.