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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
Q2 		$1.78M Sell
6,716
-194
-3% -$34.1K 0.73% 40
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 $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

Dover Advisors's CRM Position: Q2 2026 in Review

Dover Advisors reduced its Salesforce (CRM) stake by 2.8% in Q2 2026, selling an estimated $34.1K and leaving 6,716 shares worth $1.78M. The position accounts for 0.73% of the portfolio, ranked #40.

Dover Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.25M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dover Advisors held 6,716 shares of Salesforce worth $1.78M as of Q2 2026.
  • Dover Advisors sold 194 Salesforce shares in Q2 2026, an estimated $34.1K.
  • Salesforce made up 0.73% of Dover Advisors's portfolio in Q2 2026, its #40 holding.
  • Dover Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Dover Advisors's Salesforce position peaked at $2.25M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.