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Dorato Capital Management’s Salesforce CRM Stock Holding History

Dorato Capital 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 		$23.8K Hold
146
– – 0.02% 207
2026
Q1 		$25.8K Hold
146
– – 0.02% 203
2025
Q4 		$35K Buy
+146
New +$36.3K 0.03% 188

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Dorato Capital Management's CRM Position: Q2 2026 in Review

Dorato Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 146 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #207.

Dorato Capital Management first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $35K in Q4 2025. 1,446 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dorato Capital Management held 146 shares of Salesforce worth $23.8K as of Q2 2026.
  • Dorato Capital Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of Dorato Capital Management's portfolio in Q2 2026, its #207 holding.
  • Dorato Capital Management first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Dorato Capital Management's Salesforce position peaked at $35K in Q4 2025.
  • 1,446 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.