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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 		– Sell
-8
Closed -$13.9K – 1915
2025
Q4 		$13.9K Buy
+8
New +$1.99K ﹤0.01% 442
2025
Q3 		– Sell
-10
Closed -$15.7K – 991
2025
Q2 		$15.7K Hold
10
– – ﹤0.01% 369
2025
Q1 		$20.1K Buy
+10
New +$3.11K 0.01% 297

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 $3.37T AUM 44.26% 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

Dunhill Financial's CRM Position: Q2 2026 in Review

Dunhill Financial increased its Salesforce (CRM) stake by 0.78% in Q2 2026, buying an estimated $1.58K and bringing the position to 1,156 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #170.

Dunhill Financial first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $635K in Q1 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dunhill Financial held 1,156 shares of Salesforce worth $181K as of Q2 2026.
  • Dunhill Financial bought 9 Salesforce shares in Q2 2026, an estimated $1.58K.
  • Salesforce made up 0.04% of Dunhill Financial's portfolio in Q2 2026, its #170 holding.
  • Dunhill Financial first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Dunhill Financial's Salesforce position peaked at $635K in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.