DWM
CRM icon

Dogwood Wealth Management’s Salesforce CRM Stock Holding History

Dogwood Wealth 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 		$16.3K Sell
104
-16
-13% -$2.81K 0.01% 287
2026
Q1 		$22.4K Buy
120
+12
+11% +$2.49K 0.01% 226
2025
Q4 		$28.6K Buy
108
+80
+286% +$19.9K 0.01% 163
2025
Q3 		$6.64K Sell
28
-29
-51% -$7.31K ﹤0.01% 344
2025
Q2 		$15.6K Sell
57
-2,494
-98% -$667K 0.01% 206
2025
Q1 		$685K Buy
2,551
+303
+13% +$94.2K 0.36% 64
2024
Q4 		$752K Buy
+2,248
New +$717K 0.4% 41
2024
Q3 		– Hold
0
– – – 196
2024
Q2 		– Hold
0
– – – 243
2024
Q1 		– Hold
0
– – – 242
2023
Q4 		– Hold
0
– – – 215

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

Dogwood Wealth Management's CRM Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $2.81K and leaving 104 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #287.

Dogwood Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $752K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dogwood Wealth Management held 104 shares of Salesforce worth $16.3K as of Q2 2026.
  • Dogwood Wealth Management sold 16 Salesforce shares in Q2 2026, an estimated $2.81K.
  • Salesforce made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Dogwood Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Salesforce position peaked at $752K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.