DWM
CRM icon

Dynasty Wealth Management’s Salesforce CRM Stock Holding History

Dynasty Wealth Management’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 		$204K Buy
+1,091
New +$226K ﹤0.01% 325
2024
Q3 		– Sell
-12,329
Closed -$3.17M – 230
2024
Q2 		$3.17M Buy
12,329
+920
+8% +$246K 0.09% 65
2024
Q1 		$3.44M Buy
+11,409
New +$3.29M 0.11% 55

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dynasty Wealth Management's CRM Position: Q1 2026 in Review

Dynasty Wealth Management opened a new position in Salesforce (CRM) in Q1 2026: 1,091 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in CRM as recently as Q2 2024.

Dynasty Wealth Management first reported a position in CRM in Q1 2024 and has held it in 3 quarters since. The position peaked at $3.44M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Dynasty Wealth Management held 1,091 shares of Salesforce worth $204K as of Q1 2026.
  • Salesforce was a new Dynasty Wealth Management position in Q1 2026.
  • Salesforce made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #325 holding.
  • Dynasty Wealth Management first reported a position in Salesforce in Q1 2024 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Salesforce position peaked at $3.44M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.