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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
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

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

Doliver Advisors's CRM Position: Q2 2026 in Review

Doliver Advisors reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $186K and leaving 3,484 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #117.

Doliver Advisors first reported a position in CRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.93M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Doliver Advisors held 3,484 shares of Salesforce worth $546K as of Q2 2026.
  • Doliver Advisors sold 1,060 Salesforce shares in Q2 2026, an estimated $186K.
  • Salesforce made up 0.12% of Doliver Advisors's portfolio in Q2 2026, its #117 holding.
  • Doliver Advisors first reported a position in Salesforce in Q2 2021 and has held it in 21 quarters since.
  • Doliver Advisors's Salesforce position peaked at $1.93M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.