Dudley Capital Management’s Salesforce CRM Stock Holding History

Dudley Capital Management’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	$609K	Sell	3,884 -50	-1%	-$8.79K	0.24%	84
2026 Q1	$734K	Buy	3,934 +1	+0%	+$207	0.32%	69
2025 Q4	$1.04M	Hold	3,933	–	–	0.45%	55
2025 Q3	$932K	Sell	3,933 -232	-6%	-$58.5K	0.42%	56
2025 Q2	$1.14M	Sell	4,165 -23	-0.5%	-$6.15K	0.57%	43
2025 Q1	$1.12M	Sell	4,188 -75	-2%	-$23.3K	0.59%	46
2024 Q4	$1.43M	Sell	4,263 -11	-0.3%	-$3.51K	0.72%	39
2024 Q3	$1.17M	Buy	4,274 +51	+1%	+$13.1K	0.61%	48
2024 Q2	$1.09M	Sell	4,223 -205	-5%	-$54.9K	0.6%	47
2024 Q1	$1.34M	Buy	4,428 +35	+0.8%	+$10.1K	0.78%	41
2023 Q4	$1.16M	Buy	4,393 +1,166	+36%	+$264K	0.74%	43
2023 Q3	$654K	Buy	3,227 +115	+4%	+$24.8K	0.46%	57
2023 Q2	$657K	Hold	3,112	–	–	0.44%	57
2023 Q1	$622K	Hold	3,112	–	–	0.42%	63
2022 Q4	$413K	Buy	+3,112	New	+$454K	0.29%	77

Other funds holding CRM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Dudley Capital Management's CRM Position: Q2 2026 in Review

Dudley Capital Management reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $8.79K and leaving 3,884 shares worth $609K. The position accounts for 0.24% of the portfolio, ranked #84.

Dudley Capital Management first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.43M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Dudley Capital Management held 3,884 shares of Salesforce worth $609K as of Q2 2026.
Dudley Capital Management sold 50 Salesforce shares in Q2 2026, an estimated $8.79K.
Salesforce made up 0.24% of Dudley Capital Management's portfolio in Q2 2026, its #84 holding.
Dudley Capital Management first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Dudley Capital Management's Salesforce position peaked at $1.43M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.