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 Q2	$131K	Sell	837 -45	-5%	-$7.91K	0.01%	178
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DT Investment Partners's CRM Position: Q2 2026 in Review

DT Investment Partners reduced its Salesforce (CRM) stake by 5.1% in Q2 2026, selling an estimated $7.91K and leaving 837 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #178.

DT Investment Partners first reported a position in CRM in Q3 2021 and has held it in 18 quarters since. The position peaked at $285K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

DT Investment Partners held 837 shares of Salesforce worth $131K as of Q2 2026.
DT Investment Partners sold 45 Salesforce shares in Q2 2026, an estimated $7.91K.
Salesforce made up 0.01% of DT Investment Partners's portfolio in Q2 2026, its #178 holding.
DT Investment Partners first reported a position in Salesforce in Q3 2021 and has held it in 18 quarters since.
DT Investment Partners's Salesforce position peaked at $285K in Q4 2024.
2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.