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Dunhill Financial’s Salesforce CRM Stock Holding History

Dunhill Financial’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 		$214K Sell
1,147
-26
-2% -$5.39K 0.05% 148
2025
Q4 		$311K Buy
1,173
+6
+0.5% +$1.49K 0.08% 94
2025
Q3 		$277K Sell
1,167
-1,130
-49% -$285K 0.07% 101
2025
Q2 		$626K Sell
2,297
-70
-3% -$18.7K 0.18% 54
2025
Q1 		$635K Buy
2,367
+1,479
+167% +$460K 0.29% 42
2024
Q4 		$297K Buy
888
+498
+128% +$159K 0.14% 64
2024
Q3 		$107K Buy
390
+104
+36% +$26.6K 0.05% 116
2024
Q2 		$73.6K Buy
286
+20
+8% +$5.35K 0.05% 119
2024
Q1 		$80.2K Buy
266
+12
+5% +$3.46K 0.06% 86
2023
Q4 		$66.8K Buy
+254
New +$57.5K 0.06% 80

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

Dunhill Financial's CRM Position: Q1 2026 in Review

Dunhill Financial reduced its Salesforce (CRM) stake by 2.2% in Q1 2026, selling an estimated $5.39K and leaving 1,147 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #148.

Dunhill Financial first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $635K in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Dunhill Financial held 1,147 shares of Salesforce worth $214K as of Q1 2026.
  • Dunhill Financial sold 26 Salesforce shares in Q1 2026, an estimated $5.39K.
  • Salesforce made up 0.05% of Dunhill Financial's portfolio in Q1 2026, its #148 holding.
  • Dunhill Financial first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Salesforce position peaked at $635K in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.