Dynamic Advisor Solutions’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $4.46M | Sell |
19,437
-2,154
| -10% | -$444K | 0.13% | 170 |
|
|
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 | $2.74M | 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 | $2.36M | 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 | $1.64M | 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
Dynamic Advisor Solutions's CRM Position: Q3 2026 in Review
Dynamic Advisor Solutions reduced its Salesforce (CRM) stake by 10% in Q3 2026, selling an estimated $444K and leaving 19,437 shares worth $4.46M. The position accounts for 0.13% of the portfolio, ranked #170.
Dynamic Advisor Solutions first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. The position peaked at $6.82M in Q4 2023. 479 funds tracked by Wall St. Rank hold CRM as of Q3 2026.
- Dynamic Advisor Solutions held 19,437 shares of Salesforce worth $4.46M as of Q3 2026.
- Dynamic Advisor Solutions sold 2,154 Salesforce shares in Q3 2026, an estimated $444K.
- Salesforce made up 0.13% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #170 holding.
- Dynamic Advisor Solutions first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
- Dynamic Advisor Solutions's Salesforce position peaked at $6.82M in Q4 2023.
- 479 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.