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Dynamic Advisor Solutions’s Salesforce CRM Stock Holding History

Dynamic Advisor Solutions’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 		$3.38M Buy
21,591
+2,197
+11% +$386K 0.1% 224
2026
Q1 		$3.62M Buy
19,394
+2,039
+12% +$422K 0.11% 198
2025
Q4 		$4.6M Sell
17,355
-2,126
-11% -$528K 0.15% 155
2025
Q3 		$4.62M Sell
19,481
-338
-2% -$85.2K 0.13% 171
2025
Q2 		$5.4M Sell
19,819
-451
-2% -$121K 0.17% 146
2025
Q1 		$5.44M Buy
+20,270
New +$6.3M 0.18% 135
2024
Q4 		– Sell
-21,861
Closed -$5.98M – 685
2024
Q3 		$5.98M Buy
21,861
+313
+1% +$80.2K 0.18% 138
2024
Q2 		$5.54M Buy
21,548
+898
+4% +$240K 0.17% 149
2024
Q1 		$6.22M Sell
20,650
-6,514
-24% -$1.88M 0.21% 130
2023
Q4 		$6.82M Buy
27,164
+673
+3% +$152K 0.25% 102
2023
Q3 		$5.37M Buy
26,491
+5,288
+25% +$1.14M 0.25% 108
2023
Q2 		$4.48M Buy
21,203
+380
+2% +$77.6K 0.23% 129
2023
Q1 		$4.16M Buy
20,823
+5,118
+33% +$864K 0.24% 115
2022
Q4 		$2.08M Buy
15,705
+1,376
+10% +$201K 0.14% 172
2022
Q3 		$2.06M Buy
14,329
+913
+7% +$155K 0.16% 150
2022
Q2 		$2.21M Buy
13,416
+488
+4% +$86.2K 0.17% 141
2022
Q1 		$2.75M Buy
12,928
+1,514
+13% +$326K 0.19% 123
2021
Q4 		$2.9M Buy
11,414
+286
+3% +$80.4K 0.21% 118
2021
Q3 		$3.02M Buy
11,128
+665
+6% +$169K 0.23% 106
2021
Q2 		$2.56M Sell
10,463
-651
-6% -$150K 0.2% 123
2021
Q1 		$2.35M Sell
11,114
-1,019
-8% -$227K 0.22% 111
2020
Q4 		$2.7M Sell
12,133
-1,390
-10% -$338K 0.25% 105
2020
Q3 		$3.4M Buy
13,523
+675
+5% +$148K 0.39% 67
2020
Q2 		$2.41M Buy
12,848
+989
+8% +$167K 0.33% 88
2020
Q1 		$1.71M Buy
11,859
+629
+6% +$108K 0.31% 92
2019
Q4 		$1.83M Buy
11,230
+145
+1% +$22.7K 0.25% 104
2019
Q3 		$1.65M Buy
11,085
+2,358
+27% +$358K 0.26% 105
2019
Q2 		$1.32M Buy
8,727
+605
+7% +$94.8K 0.21% 120
2019
Q1 		$1.29M Buy
8,122
+2,040
+34% +$316K 0.24% 105
2018
Q4 		$911K Buy
6,082
+2,873
+90% +$395K 0.19% 129
2018
Q3 		$510K Buy
+3,209
New +$476K 0.11% 218

Other funds holding CRM

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Dynamic Advisor Solutions's CRM Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $386K and bringing the position to 21,591 shares worth $3.38M. The position accounts for 0.1% of the portfolio, ranked #224.

Dynamic Advisor Solutions first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $6.82M in Q4 2023. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dynamic Advisor Solutions held 21,591 shares of Salesforce worth $3.38M as of Q2 2026.
  • Dynamic Advisor Solutions bought 2,197 Salesforce shares in Q2 2026, an estimated $386K.
  • Salesforce made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #224 holding.
  • Dynamic Advisor Solutions first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
  • Dynamic Advisor Solutions's Salesforce position peaked at $6.82M in Q4 2023.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.