DWS
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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
Q2 		$222K Buy
1,415
+85
+6% +$14.9K 0.12% 76
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dynamic Wealth Strategies's CRM Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Salesforce (CRM) stake by 6.4% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,415 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #76.

Dynamic Wealth Strategies first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $458K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dynamic Wealth Strategies held 1,415 shares of Salesforce worth $222K as of Q2 2026.
  • Dynamic Wealth Strategies bought 85 Salesforce shares in Q2 2026, an estimated $14.9K.
  • Salesforce made up 0.12% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #76 holding.
  • Dynamic Wealth Strategies first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's Salesforce position peaked at $458K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.