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B. Riley Wealth Advisors’s Salesforce CRM Stock Holding History

B. Riley Wealth Advisors’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 		$1.3M Sell
8,237
-385
-4% -$67.7K 0.07% 252
2026
Q1 		$1.6M Sell
8,622
-4,128
-32% -$855K 0.1% 196
2025
Q4 		$3.38M Sell
12,750
-246
-2% -$61.1K 0.16% 141
2025
Q3 		$3.08M Buy
12,996
+135
+1% +$34K 0.14% 145
2025
Q2 		$3.51M Buy
+12,861
New +$3.44M 0.16% 130
2024
Q4 		$8.18M Sell
24,437
-3,162
-11% -$1.01M 0.27% 78
2024
Q3 		$7.64M Sell
27,599
-983
-3% -$252K 0.21% 105
2024
Q2 		$7.35M Buy
28,582
+2,239
+8% +$599K 0.19% 111
2024
Q1 		$5.34M Buy
26,343
+411
+2% +$119K 0.14% 151
2023
Q4 		$6.82M Sell
25,932
-411
-2% -$93K 0.18% 123
2023
Q3 		$5.34M Sell
26,343
-5,390
-17% -$1.16M 0.14% 151
2023
Q2 		$6.7M Sell
31,733
-548
-2% -$112K 0.15% 144
2023
Q1 		$6.45M Buy
32,281
+5,839
+22% +$986K 0.17% 136
2022
Q4 		$3.51M Sell
26,442
-6,570
-20% -$959K 0.1% 219
2022
Q3 		$4.75M Buy
33,012
+5,129
+18% +$870K 0.14% 159
2022
Q2 		$4.6M Sell
27,883
-5,835
-17% -$1.03M 0.19% 114
2022
Q1 		$7.16M Buy
33,718
+281
+0.8% +$60.5K 0.23% 90
2021
Q4 		$8.5M Buy
33,437
+3,523
+12% +$990K 0.24% 87
2021
Q3 		$8.09M Buy
29,914
+2,270
+8% +$576K 0.26% 77
2021
Q2 		$6.73M Buy
27,644
+1,297
+5% +$299K 0.22% 102
2021
Q1 		$5.59M Buy
26,347
+10,819
+70% +$2.41M 0.2% 120
2020
Q4 		$3.46M Buy
15,528
+1,154
+8% +$281K 0.19% 125
2020
Q3 		$3.49M Buy
14,374
+4,281
+42% +$937K 0.19% 128
2020
Q2 		$1.89M Sell
10,093
-2,165
-18% -$365K 0.13% 174
2020
Q1 		$1.77M Buy
12,258
+282
+2% +$48.4K 0.15% 145
2019
Q4 		$1.95M Buy
11,976
+1,044
+10% +$164K 0.17% 140
2019
Q3 		$1.63M Sell
10,932
-212
-2% -$32.2K 0.16% 145
2019
Q2 		$1.69M Buy
11,144
+1,977
+22% +$310K 0.19% 114
2019
Q1 		$1.45M Sell
9,167
-447
-5% -$69.3K 0.18% 119
2018
Q4 		$1.32M Sell
9,614
-308
-3% -$42.4K 0.19% 124
2018
Q3 		$1.58M Buy
9,922
+1,030
+12% +$153K 0.19% 125
2018
Q2 		$1.22M Buy
8,892
+2,236
+34% +$285K 0.16% 153
2018
Q1 		$776K Buy
6,656
+1,718
+35% +$197K 0.11% 207
2017
Q4 		$506K Buy
+4,938
New +$503K 0.07% 309
2017
Q3 		– Sell
-4,304
Closed -$373K – 546
2017
Q2 		$373K Buy
4,304
+253
+6% +$22K 0.07% 311
2017
Q1 		$335K Buy
4,051
+169
+4% +$13.5K 0.07% 310
2016
Q4 		$267K Sell
3,882
-4,735
-55% -$344K 0.05% 373
2016
Q3 		$616K Buy
8,617
+138
+2% +$10.8K 0.12% 208
2016
Q2 		$674K Sell
8,479
-654
-7% -$51.3K 0.13% 190
2016
Q1 		$674K Buy
9,133
+21
+0.2% +$1.45K 0.16% 162
2015
Q4 		$715K Buy
+9,112
New +$712K 0.14% 179
2015
Q1 		– Sell
-1,032
Closed -$61 – 841
2014
Q4 		$61 Buy
+1,032
New +$60.8K ﹤0.01% 1988
2014
Q3 		– Sell
-524
Closed -$30.5K – 884
2014
Q2 		$30.5K Sell
524
-1,422
-73% -$76.8K 0.01% 1261
2014
Q1 		$111K Buy
+1,946
New +$116K 0.03% 586

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's CRM Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Salesforce (CRM) stake by 4.5% in Q2 2026, selling an estimated $67.7K and leaving 8,237 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #252.

B. Riley Wealth Advisors first reported a position in CRM in Q1 2014 and has held it in 44 quarters since. The position peaked at $8.5M in Q4 2021. 822 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • B. Riley Wealth Advisors held 8,237 shares of Salesforce worth $1.3M as of Q2 2026.
  • B. Riley Wealth Advisors sold 385 Salesforce shares in Q2 2026, an estimated $67.7K.
  • Salesforce made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #252 holding.
  • B. Riley Wealth Advisors first reported a position in Salesforce in Q1 2014 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Salesforce position peaked at $8.5M in Q4 2021.
  • 822 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.