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Fourth Dimension Wealth’s Salesforce CRM Stock Holding History

Fourth Dimension Wealth’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 		$58.9K Hold
376
– – 0.02% 251
2026
Q1 		$70.2K Sell
376
-248
-40% -$51.4K 0.03% 197
2025
Q4 		$165K Buy
624
+100
+19% +$24.9K 0.06% 150
2025
Q3 		$124K Buy
524
+148
+39% +$37.3K 0.05% 157
2025
Q2 		$103K Sell
376
-109
-22% -$29.1K 0.04% 168
2025
Q1 		$130K Hold
485
– – 0.06% 138
2024
Q4 		$162K Buy
+485
New +$155K 0.08% 115

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

Fourth Dimension Wealth's CRM Position: Q2 2026 in Review

Fourth Dimension Wealth held its Salesforce (CRM) position steady in Q2 2026 at 376 shares worth $58.9K. The position accounts for 0.02% of the portfolio, ranked #251.

Fourth Dimension Wealth first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $165K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Fourth Dimension Wealth held 376 shares of Salesforce worth $58.9K as of Q2 2026.
  • Fourth Dimension Wealth left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of Fourth Dimension Wealth's portfolio in Q2 2026, its #251 holding.
  • Fourth Dimension Wealth first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Salesforce position peaked at $165K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.