Dockside LLC’s Salesforce CRM Stock Holding History

Dockside LLC’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	–	Sell	-7,829	Closed	-$2.07M	–	222
2025 Q4	$2.07M	Buy	+7,829	New	+$1.95M	0.53%	62

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Dockside LLC's CRM Position: Q1 2026 in Review

Dockside LLC sold out of Salesforce (CRM) in Q1 2026, closing a stake of 7,829 shares — an estimated $2.07M sold.

Dockside LLC first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $2.07M in Q4 2025. 2,685 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Dockside LLC reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Dockside LLC sold 7,829 Salesforce shares in Q1 2026, an estimated $2.07M.
Dockside LLC first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Dockside LLC's Salesforce position peaked at $2.07M in Q4 2025.
2,685 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dockside LLC's 13F filing for Q1 2026, filed 11 May 2026.