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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
Q2 		$596K Sell
3,802
-93
-2% -$16.4K 0.13% 132
2026
Q1 		$727K Buy
+3,895
New +$807K 0.18% 122

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dumont & Blake Investment Advisors's CRM Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its Salesforce (CRM) stake by 2.4% in Q2 2026, selling an estimated $16.4K and leaving 3,802 shares worth $596K. The position accounts for 0.13% of the portfolio, ranked #132.

Dumont & Blake Investment Advisors first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $727K in Q1 2026. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dumont & Blake Investment Advisors held 3,802 shares of Salesforce worth $596K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 93 Salesforce shares in Q2 2026, an estimated $16.4K.
  • Salesforce made up 0.13% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #132 holding.
  • Dumont & Blake Investment Advisors first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Dumont & Blake Investment Advisors's Salesforce position peaked at $727K in Q1 2026.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.