DOA
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D'Orazio & Associates’s Salesforce CRM Stock Holding History

D'Orazio & Associates’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 		– Sell
-1,278
Closed -$239K – 330
2026
Q1 		$239K Sell
1,278
-560
-30% -$116K 0.03% 248
2025
Q4 		$487K Sell
1,838
-22
-1% -$5.47K 0.06% 122
2025
Q3 		$441K Sell
1,860
-280
-13% -$70.6K 0.06% 128
2025
Q2 		$583K Buy
2,140
+52
+2% +$13.9K 0.08% 95
2025
Q1 		$560K Buy
2,088
+75
+4% +$23.3K 0.09% 89
2024
Q4 		$673K Buy
2,013
+44
+2% +$14K 0.1% 73
2024
Q3 		$539K Sell
1,969
-2
-0.1% -$512 0.08% 85
2024
Q2 		$507K Buy
1,971
+4
+0.2% +$1.07K 0.08% 85
2024
Q1 		$592K Sell
1,967
-1
-0.1% -$289 0.1% 72
2023
Q4 		$518K Buy
1,968
+193
+11% +$43.7K 0.09% 73
2023
Q3 		$360K Buy
1,775
+148
+9% +$32K 0.08% 84
2023
Q2 		$344K Buy
1,627
+439
+37% +$89.6K 0.08% 91
2023
Q1 		$237K Buy
+1,188
New +$201K 0.06% 109
2021
Q4 		– Sell
-799
Closed -$217K – 230
2021
Q3 		$217K Buy
799
+231
+41% +$58.7K 0.05% 84
2021
Q2 		$139K Hold
568
– – 0.04% 104
2021
Q1 		$120K Buy
+568
New +$126K 0.03% 102

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

D'Orazio & Associates's CRM Position: Q2 2026 in Review

D'Orazio & Associates sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,278 shares — an estimated $239K sold.

D'Orazio & Associates first reported a position in CRM in Q1 2021 and held it in 16 quarters. The position peaked at $673K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • D'Orazio & Associates reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 1,278 Salesforce shares in Q2 2026, an estimated $239K.
  • D'Orazio & Associates first reported a position in Salesforce in Q1 2021 and held it in 16 quarters.
  • D'Orazio & Associates's Salesforce position peaked at $673K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.