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Dumont & Blake Investment Advisors’s Salesforce CRM Stock Holding History

Dumont & Blake Investment 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
Q1 		$727K Buy
+3,895
New +$807K 0.18% 122

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dumont & Blake Investment Advisors's CRM Position: Q1 2026 in Review

Dumont & Blake Investment Advisors opened a new position in Salesforce (CRM) in Q1 2026: 3,895 shares worth $727K. The stake represents 0.18% of the portfolio and ranks #122 among its holdings.

2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Dumont & Blake Investment Advisors held 3,895 shares of Salesforce worth $727K as of Q1 2026.
  • Salesforce was a new Dumont & Blake Investment Advisors position in Q1 2026.
  • Salesforce made up 0.18% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #122 holding.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.