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Grandfield & Dodd’s Salesforce CRM Stock Holding History

Grandfield & Dodd’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 		$261K Sell
1,666
-3
-0.2% -$528 0.01% 198
2026
Q1 		$312K Sell
1,669
-220
-12% -$45.6K 0.02% 178
2025
Q4 		$500K Buy
1,889
+300
+19% +$74.6K 0.03% 142
2025
Q3 		$377K Buy
1,589
+52
+3% +$13.1K 0.02% 162
2025
Q2 		$419K Buy
1,537
+170
+12% +$45.4K 0.02% 152
2025
Q1 		$367K Buy
1,367
+3
+0.2% +$933 0.02% 156
2024
Q4 		$456K Sell
1,364
-100
-7% -$31.9K 0.03% 147
2024
Q3 		$401K Sell
1,464
-7
-0.5% -$1.79K 0.02% 150
2024
Q2 		$378K Hold
1,471
– – 0.02% 153
2024
Q1 		$443K Buy
1,471
+7
+0.5% +$2.02K 0.03% 145
2023
Q4 		$385K Hold
1,464
– – 0.03% 148
2023
Q3 		$297K Sell
1,464
-20
-1% -$4.32K 0.02% 160
2023
Q2 		$314K Buy
1,484
+36
+2% +$7.35K 0.02% 160
2023
Q1 		$289K Buy
+1,448
New +$245K 0.02% 167
2022
Q4 		– Sell
-1,491
Closed -$210K – 191
2022
Q3 		$210K Hold
1,491
– – 0.02% 176
2022
Q2 		$250K Buy
1,491
+10
+0.7% +$1.77K 0.02% 171
2022
Q1 		$310K Hold
1,481
– – 0.02% 169
2021
Q4 		$380K Hold
1,481
– – 0.02% 158
2021
Q3 		$400K Buy
1,481
+170
+13% +$43.2K 0.03% 153
2021
Q2 		$320K Buy
1,311
+2
+0.2% +$461 0.02% 159
2021
Q1 		$280K Buy
1,309
+20
+2% +$4.45K 0.02% 162
2020
Q4 		$290K Hold
1,289
– – 0.02% 157
2020
Q3 		$320K Hold
1,289
– – 0.03% 145
2020
Q2 		$240K Buy
+1,289
New +$217K 0.02% 156
2020
Q1 		– Sell
-1,246
Closed -$203K – 169
2019
Q4 		$203K Buy
+1,246
New +$195K 0.02% 182
2018
Q4 		– Sell
-1,446
Closed -$230K – 168
2018
Q3 		$230K Buy
+1,446
New +$215K 0.02% 172

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

Grandfield & Dodd's CRM Position: Q2 2026 in Review

Grandfield & Dodd reduced its Salesforce (CRM) stake by 0.18% in Q2 2026, selling an estimated $528 and leaving 1,666 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #198.

Grandfield & Dodd first reported a position in CRM in Q3 2018 and has held it in 26 quarters since. The position peaked at $500K in Q4 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Grandfield & Dodd held 1,666 shares of Salesforce worth $261K as of Q2 2026.
  • Grandfield & Dodd sold 3 Salesforce shares in Q2 2026, an estimated $528.
  • Salesforce made up 0.01% of Grandfield & Dodd's portfolio in Q2 2026, its #198 holding.
  • Grandfield & Dodd first reported a position in Salesforce in Q3 2018 and has held it in 26 quarters since.
  • Grandfield & Dodd's Salesforce position peaked at $500K in Q4 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.