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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold	–	-$334K	–	262
2024 Q4	–	Hold	–	–	–	139
2024 Q3	–	Hold	–	–	–	168

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 1,527 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.
1,527 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.