DT Investment Partners’s Salesforce CRM Stock Holding History

DT Investment Partners’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	$165K	Sell	882 -157	-15%	-$32.5K	0.01%	157
2025 Q4	$275K	Buy	1,039 +187	+22%	+$46.5K	0.02%	126
2025 Q3	$202K	Hold	852	–	–	0.02%	144
2025 Q2	$232K	Hold	852	–	–	0.02%	137
2025 Q1	$229K	Hold	852	–	–	0.02%	134
2024 Q4	$285K	Buy	852 +45	+6%	+$14.4K	0.02%	124
2024 Q3	$221K	Buy	807 +145	+22%	+$37.1K	0.02%	140
2024 Q2	$170K	Hold	662	–	–	0.02%	148
2024 Q1	$199K	Hold	662	–	–	0.02%	133
2023 Q4	$190K	Hold	662	–	–	0.02%	135
2023 Q3	$134K	Hold	662	–	–	0.02%	142
2023 Q2	$148K	Buy	662 +92	+16%	+$18.8K	0.02%	143
2023 Q1	$113K	Hold	570	–	–	0.01%	161
2022 Q4	$75.6K	Hold	570	–	–	0.01%	183
2022 Q3	$82K	Buy	+570	New	+$96.7K	0.01%	165
2022 Q2	–	Sell	-1,140	Closed	-$242K	–	148
2022 Q1	$242K	Buy	+1,140	New	+$245K	0.03%	144
2021 Q4	–	Sell	-960	Closed	-$260K	–	134
2021 Q3	$260K	Buy	+960	New	+$244K	0.03%	127

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

DT Investment Partners's CRM Position: Q1 2026 in Review

DT Investment Partners reduced its Salesforce (CRM) stake by 15% in Q1 2026, selling an estimated $32.5K and leaving 882 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #157.

DT Investment Partners first reported a position in CRM in Q3 2021 and has held it in 17 quarters since. The position peaked at $285K in Q4 2024. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

DT Investment Partners held 882 shares of Salesforce worth $165K as of Q1 2026.
DT Investment Partners sold 157 Salesforce shares in Q1 2026, an estimated $32.5K.
Salesforce made up 0.01% of DT Investment Partners's portfolio in Q1 2026, its #157 holding.
DT Investment Partners first reported a position in Salesforce in Q3 2021 and has held it in 17 quarters since.
DT Investment Partners's Salesforce position peaked at $285K in Q4 2024.
2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.