DCM
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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
2023
Q2 		– Sell
-300
Closed -$59.9K – 118
2023
Q1 		$59.9K Buy
+300
New +$50.7K 0.04% 119

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
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.