Frank Rimerman Advisors’s Salesforce CRM Stock Holding History

Frank Rimerman 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	$1.51M	Sell	9,636 -3,541	-27%	-$623K	0.09%	179
2026 Q1	$2.46M	Sell	13,177 -71	-0.5%	-$14.7K	0.16%	105
2025 Q4	$3.51M	Buy	13,248 +1,251	+10%	+$311K	0.22%	75
2025 Q3	$2.84M	Sell	11,997 -4,557	-28%	-$1.15M	0.18%	90
2025 Q2	$4.51M	Sell	16,554 -886	-5%	-$237K	0.3%	51
2025 Q1	$4.68M	Sell	17,440 -637	-4%	-$198K	0.37%	41
2024 Q4	$6.04M	Buy	18,077 +1,274	+8%	+$407K	0.44%	31
2024 Q3	$4.6M	Buy	16,803 +909	+6%	+$233K	0.33%	45
2024 Q2	$4.09M	Buy	15,894 +14,450	+1,001%	+$3.87M	0.29%	51
2024 Q1	$435K	Hold	1,444	–	–	0.08%	65
2023 Q4	$380K	Hold	1,444	–	–	0.08%	72
2023 Q3	$293K	Hold	1,444	–	–	0.07%	77
2023 Q2	$305K	Hold	1,444	–	–	0.07%	80
2023 Q1	$288K	Buy	+1,444	New	+$244K	0.08%	83
2022 Q4	–	Sell	-1,444	Closed	-$208K	–	97
2022 Q3	$208K	Buy	+1,444	New	+$245K	0.07%	88

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Frank Rimerman Advisors's CRM Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $623K and leaving 9,636 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #179.

Frank Rimerman Advisors first reported a position in CRM in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.04M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Frank Rimerman Advisors held 9,636 shares of Salesforce worth $1.51M as of Q2 2026.
Frank Rimerman Advisors sold 3,541 Salesforce shares in Q2 2026, an estimated $623K.
Salesforce made up 0.09% of Frank Rimerman Advisors's portfolio in Q2 2026, its #179 holding.
Frank Rimerman Advisors first reported a position in Salesforce in Q3 2022 and has held it in 15 quarters since.
Frank Rimerman Advisors's Salesforce position peaked at $6.04M in Q4 2024.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.