DWM
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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
Q2 		– Sell
-1,091
Closed -$204K – 377
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 $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

Dynasty Wealth Management's CRM Position: Q2 2026 in Review

Dynasty Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,091 shares — an estimated $204K sold.

Dynasty Wealth Management first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $3.44M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 1,091 Salesforce shares in Q2 2026, an estimated $204K.
  • Dynasty Wealth Management first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's Salesforce position peaked at $3.44M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.