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
2026
Q2
$634K Buy
+4,044
New +$711K 0.14% 249
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: Q2 2026 in Review

Dynamic Technology Lab opened a new position in Salesforce (CRM) in Q2 2026: 4,044 shares worth $634K. The stake represents 0.14% of the portfolio and ranks #249 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in CRM as recently as Q2 2025.

Dynamic Technology Lab first reported a position in CRM in Q2 2015 and has held it in 24 quarters since. The position peaked at $4.96M in Q3 2023. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dynamic Technology Lab held 4,044 shares of Salesforce worth $634K as of Q2 2026.
  • Salesforce was a new Dynamic Technology Lab position in Q2 2026.
  • Salesforce made up 0.14% of Dynamic Technology Lab's portfolio in Q2 2026, its #249 holding.
  • Dynamic Technology Lab first reported a position in Salesforce in Q2 2015 and has held it in 24 quarters since.
  • Dynamic Technology Lab's Salesforce position peaked at $4.96M in Q3 2023.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.