Leonard Rickey Investment Advisors’s Salesforce CRM Stock Holding History

Leonard Rickey Investment 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 Q1	–	Sell	-1,036	Closed	-$274K	–	123
2025 Q4	$274K	Sell	1,036 -8	-0.8%	-$1.99K	0.05%	97
2025 Q3	$247K	Buy	1,044 +47	+5%	+$11.9K	0.05%	100
2025 Q2	$272K	Buy	997 +14	+1%	+$3.74K	0.05%	92
2025 Q1	$250K	Sell	983 -23	-2%	-$7.15K	0.05%	89
2024 Q4	$336K	Buy	1,006 +79	+9%	+$25.2K	0.08%	74
2024 Q3	$254K	Buy	927 +149	+19%	+$38.2K	0.06%	97
2024 Q2	$200K	Buy	+778	New	+$208K	0.05%	105

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Leonard Rickey Investment Advisors's CRM Position: Q1 2026 in Review

Leonard Rickey Investment Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,036 shares — an estimated $274K sold.

Leonard Rickey Investment Advisors first reported a position in CRM in Q2 2024 and held it in 7 quarters. The position peaked at $336K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Leonard Rickey Investment Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 1,036 Salesforce shares in Q1 2026, an estimated $274K.
Leonard Rickey Investment Advisors first reported a position in Salesforce in Q2 2024 and held it in 7 quarters.
Leonard Rickey Investment Advisors's Salesforce position peaked at $336K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.