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Dover Advisors’s Salesforce CRM Stock Holding History

Dover 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
Q1 		$1.29M Buy
6,910
+194
+3% +$40.2K 0.53% 50
2025
Q4 		$1.78M Sell
6,716
-640
-9% -$159K 0.69% 42
2025
Q3 		$1.75M Sell
7,356
-543
-7% -$137K 0.7% 41
2025
Q2 		$2.15M Sell
7,899
-491
-6% -$131K 0.95% 30
2025
Q1 		$2.25M Buy
8,390
+1,651
+24% +$514K 0.98% 31
2024
Q4 		$2.25M Buy
6,739
+290
+4% +$92.5K 1.29% 20
2024
Q3 		$1.77M Buy
6,449
+972
+18% +$249K 1% 31
2024
Q2 		$1.41M Buy
5,477
+2,301
+72% +$616K 0.87% 35
2024
Q1 		$957K Buy
3,176
+1,106
+53% +$319K 0.66% 51
2023
Q4 		$545K Sell
2,070
-688
-25% -$156K 0.72% 53
2023
Q3 		$559K Buy
2,758
+65
+2% +$14K 0.57% 57
2023
Q2 		$569K Buy
2,693
+19
+0.7% +$3.88K 0.5% 57
2023
Q1 		$534K Buy
2,674
+97
+4% +$16.4K 0.51% 59
2022
Q4 		$342K Buy
+2,577
New +$376K 0.37% 73

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dover Advisors's CRM Position: Q1 2026 in Review

Dover Advisors increased its Salesforce (CRM) stake by 2.9% in Q1 2026, buying an estimated $40.2K and bringing the position to 6,910 shares worth $1.29M. The position accounts for 0.53% of the portfolio, ranked #50.

Dover Advisors first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Dover Advisors held 6,910 shares of Salesforce worth $1.29M as of Q1 2026.
  • Dover Advisors bought 194 Salesforce shares in Q1 2026, an estimated $40.2K.
  • Salesforce made up 0.53% of Dover Advisors's portfolio in Q1 2026, its #50 holding.
  • Dover Advisors first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Dover Advisors's Salesforce position peaked at $2.25M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.