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 Q2	$5.98M	Sell	38,200 -20,800	-35%	-$3.66M	0.29%	57
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DNCA Finance's CRM Position: Q2 2026 in Review

DNCA Finance reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $3.66M and leaving 38,200 shares worth $5.98M. The position accounts for 0.29% of the portfolio, ranked #57.

DNCA Finance first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.4M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

DNCA Finance held 38,200 shares of Salesforce worth $5.98M as of Q2 2026.
DNCA Finance sold 20,800 Salesforce shares in Q2 2026, an estimated $3.66M.
Salesforce made up 0.29% of DNCA Finance's portfolio in Q2 2026, its #57 holding.
DNCA Finance first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
DNCA Finance's Salesforce position peaked at $17.4M in Q4 2025.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.