Dynamic Wealth Strategies’s Salesforce CRM Stock Holding History

Dynamic Wealth Strategies’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 Q1	$248K	Sell	1,330 -399	-23%	-$82.7K	0.14%	71
2025 Q4	$458K	Buy	1,729 +141	+9%	+$35K	0.27%	45
2025 Q3	$376K	Buy	1,588 +362	+30%	+$91.3K	0.25%	46
2025 Q2	$334K	Sell	1,226 -25	-2%	-$6.68K	0.24%	46
2025 Q1	$336K	Buy	1,251 +17	+1%	+$5.29K	0.28%	42
2024 Q4	$413K	Buy	1,234 +44	+4%	+$14K	0.37%	36
2024 Q3	$326K	Sell	1,190 -141	-11%	-$36.1K	0.27%	41
2024 Q2	$342K	Buy	1,331 +12	+0.9%	+$3.21K	0.29%	37
2024 Q1	$397K	Sell	1,319 -38	-3%	-$11K	0.34%	36
2023 Q4	$357K	Buy	+1,357	New	+$307K	0.33%	35

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dynamic Wealth Strategies's CRM Position: Q1 2026 in Review

Dynamic Wealth Strategies reduced its Salesforce (CRM) stake by 23% in Q1 2026, selling an estimated $82.7K and leaving 1,330 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #71.

Dynamic Wealth Strategies first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $458K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Dynamic Wealth Strategies held 1,330 shares of Salesforce worth $248K as of Q1 2026.
Dynamic Wealth Strategies sold 399 Salesforce shares in Q1 2026, an estimated $82.7K.
Salesforce made up 0.14% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #71 holding.
Dynamic Wealth Strategies first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's Salesforce position peaked at $458K in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.