BRWA
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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
2025
Q2 		– Sell
-1,400
Closed -$376K – 1103
2025
Q1 		$376K Buy
+1,400
New +$435K 0.01% 868

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

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 45 quarters since. The position peaked at $8.5M in Q4 2021. 2,475 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 45 quarters since.
  • B. Riley Wealth Advisors's Salesforce position peaked at $8.5M in Q4 2021.
  • 2,475 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.