Dynamic Technology Lab’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-2,590
| Closed | -$706K | – | 891 |
|
|
2025
Q2 | $706K | Buy |
2,590
+820
| +46% | +$219K | 0.1% | 380 |
|
|
2025
Q1 | $475K | Buy |
1,770
+240
| +16% | +$74.6K | 0.07% | 498 |
|
|
2024
Q4 | $512K | Buy |
+1,530
| New | +$488K | 0.08% | 429 |
|
|
2024
Q2 | – | Sell |
-1,410
| Closed | -$425K | – | 1019 |
|
|
2024
Q1 | $425K | Sell |
1,410
-369
| -21% | -$106K | 0.05% | 659 |
|
|
2023
Q4 | $468K | Sell |
1,779
-22,672
| -93% | -$5.13M | 0.05% | 618 |
|
|
2023
Q3 | $4.96M | Buy |
24,451
+11,586
| +90% | +$2.5M | 0.5% | 9 |
|
|
2023
Q2 | $2.72M | Buy |
+12,865
| New | +$2.63M | 0.34% | 36 |
|
|
2022
Q3 | – | Sell |
-6,687
| Closed | -$1.1M | – | 1186 |
|
|
2022
Q2 | $1.1M | Buy |
6,687
+2,440
| +57% | +$431K | 0.12% | 280 |
|
|
2022
Q1 | $902K | Sell |
4,247
-61
| -1% | -$13.1K | 0.11% | 335 |
|
|
2021
Q4 | $1.09M | Buy |
+4,308
| New | +$1.21M | 0.12% | 277 |
|
|
2021
Q3 | – | Sell |
-3,146
| Closed | -$768K | – | 1139 |
|
|
2021
Q2 | $768K | Buy |
+3,146
| New | +$725K | 0.08% | 418 |
|
|
2020
Q2 | – | Sell |
-4,620
| Closed | -$665K | – | 1021 |
|
|
2020
Q1 | $665K | Buy |
+4,620
| New | +$792K | 0.13% | 259 |
|
|
2019
Q3 | – | Sell |
-10,793
| Closed | -$1.64M | – | 1003 |
|
|
2019
Q2 | $1.64M | Sell |
10,793
-1,180
| -10% | -$185K | 0.28% | 58 |
|
|
2019
Q1 | $1.9M | Buy |
+11,973
| New | +$1.86M | 0.31% | 50 |
|
|
2018
Q2 | – | Sell |
-9,602
| Closed | -$1.12M | – | 1039 |
|
|
2018
Q1 | $1.12M | Buy |
9,602
+5,495
| +134% | +$631K | 0.17% | 173 |
|
|
2017
Q4 | $420K | Sell |
4,107
-10,204
| -71% | -$1.04M | 0.07% | 526 |
|
|
2017
Q3 | $1.34M | Buy |
14,311
+7,911
| +124% | +$728K | 0.22% | 72 |
|
|
2017
Q2 | $554K | Buy |
6,400
+2,500
| +64% | +$218K | 0.1% | 361 |
|
|
2017
Q1 | $322K | Sell |
3,900
-5,525
| -59% | -$441K | 0.08% | 531 |
|
|
2016
Q4 | $645K | Buy |
+9,425
| New | +$684K | 0.17% | 155 |
|
|
2016
Q3 | – | Sell |
-13,182
| Closed | -$1.05M | – | 920 |
|
|
2016
Q2 | $1.05M | Buy |
+13,182
| New | +$1.03M | 0.28% | 41 |
|
|
2016
Q1 | – | Sell |
-6,200
| Closed | -$486K | – | 960 |
|
|
2015
Q4 | $486K | Buy |
+6,200
| New | +$484K | 0.15% | 236 |
|
|
2015
Q3 | – | Sell |
-7,984
| Closed | -$556K | – | 843 |
|
|
2015
Q2 | $556K | Buy |
+7,984
| New | +$568K | 0.19% | 137 |
|
Other funds holding CRM
Dynamic Technology Lab's CRM Position: Q3 2025 in Review
Dynamic Technology Lab sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,590 shares — an estimated $706K sold.
Dynamic Technology Lab first reported a position in CRM in Q2 2015 and held it in 23 quarters. The position peaked at $4.96M in Q3 2023. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.
- Dynamic Technology Lab reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
- Dynamic Technology Lab sold 2,590 Salesforce shares in Q3 2025, an estimated $706K.
- Dynamic Technology Lab first reported a position in Salesforce in Q2 2015 and held it in 23 quarters.
- Dynamic Technology Lab's Salesforce position peaked at $4.96M in Q3 2023.
- 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.
Based on Dynamic Technology Lab's 13F filing for Q3 2025, filed 13 Nov 2025.