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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
2021
Q1 		– Sell
-400
Closed -$3K – 706
2020
Q4 		$3K Buy
+400
New +$97.3K ﹤0.01% 668
2019
Q4 		– Sell
-1,500
Closed -$3K – 575
2019
Q3 		$3K Buy
+1,500
New +$228K ﹤0.01% 530

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.