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Doliver Advisors’s Salesforce CRM Stock Holding History

Doliver Advisors’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
Q3 		– Sell
-3,484
Closed -$546K – 185
2026
Q2 		$546K Sell
3,484
-1,060
-23% -$186K 0.12% 117
2026
Q1 		$848K Buy
4,544
+377
+9% +$78.1K 0.19% 79
2025
Q4 		$1.1M Sell
4,167
-41
-1% -$10.2K 0.28% 66
2025
Q3 		$997K Buy
4,208
+22
+0.5% +$5.55K 0.26% 74
2025
Q2 		$1.14M Sell
4,186
-1,708
-29% -$457K 0.31% 56
2025
Q1 		$1.58M Buy
5,894
+112
+2% +$34.8K 0.44% 34
2024
Q4 		$1.93M Sell
5,782
-294
-5% -$93.8K 0.54% 29
2024
Q3 		$1.66M Buy
6,076
+288
+5% +$73.8K 0.46% 37
2024
Q2 		$1.49M Sell
5,788
-35
-0.6% -$9.37K 0.42% 41
2024
Q1 		$1.75M Sell
5,823
-557
-9% -$161K 0.49% 32
2023
Q4 		$1.68M Sell
6,380
-105
-2% -$23.8K 0.52% 30
2023
Q3 		$1.32M Sell
6,485
-148
-2% -$32K 0.4% 40
2023
Q2 		$1.4M Buy
6,633
+1,195
+22% +$244K 0.43% 43
2023
Q1 		$1.09M Sell
5,438
-1,196
-18% -$202K 0.34% 50
2022
Q4 		$880K Sell
6,634
-1,102
-14% -$161K 0.29% 59
2022
Q3 		$1.11M Buy
7,736
+5,851
+310% +$992K 0.41% 38
2022
Q2 		$311K Sell
1,885
-334
-15% -$59K 0.11% 121
2022
Q1 		$471K Buy
2,219
+244
+12% +$52.5K 0.15% 99
2021
Q4 		$433K Buy
1,975
+855
+76% +$240K 0.14% 102
2021
Q3 		$304K Buy
1,120
+18
+2% +$4.57K 0.1% 135
2021
Q2 		$269K Buy
+1,102
New +$254K 0.09% 122

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Doliver Advisors's CRM Position: Q3 2026 in Review

Doliver Advisors sold out of Salesforce (CRM) in Q3 2026, closing a stake of 3,484 shares — an estimated $546K sold.

Doliver Advisors first reported a position in CRM in Q2 2021 and held it in 21 quarters. The position peaked at $1.93M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Doliver Advisors reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
  • Doliver Advisors sold 3,484 Salesforce shares in Q3 2026, an estimated $546K.
  • Doliver Advisors first reported a position in Salesforce in Q2 2021 and held it in 21 quarters.
  • Doliver Advisors's Salesforce position peaked at $1.93M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.