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R.M. Davis Inc’s Salesforce CRM Stock Holding History

R.M. Davis Inc’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 		$275K Sell
1,753
-438
-20% -$77K ﹤0.01% 252
2026
Q1 		$409K Sell
2,191
-516
-19% -$107K 0.01% 207
2025
Q4 		$717K Buy
2,707
+161
+6% +$40K 0.01% 177
2025
Q3 		$603K Sell
2,546
-491
-16% -$124K 0.01% 189
2025
Q2 		$828K Sell
3,037
-14
-0.5% -$3.74K 0.02% 165
2025
Q1 		$819K Buy
3,051
+186
+6% +$57.9K 0.02% 164
2024
Q4 		$958K Sell
2,865
-36
-1% -$11.5K 0.02% 157
2024
Q3 		$794K Sell
2,901
-218
-7% -$55.8K 0.02% 158
2024
Q2 		$802K Sell
3,119
-25
-0.8% -$6.69K 0.02% 160
2024
Q1 		$947K Buy
3,144
+31
+1% +$8.95K 0.02% 153
2023
Q4 		$819K Sell
3,113
-100
-3% -$22.6K 0.02% 151
2023
Q3 		$652K Hold
3,213
– – 0.02% 162
2023
Q2 		$679K Buy
3,213
+18
+0.6% +$3.67K 0.02% 165
2023
Q1 		$638K Sell
3,195
-81
-2% -$13.7K 0.02% 164
2022
Q4 		$434K Sell
3,276
-188
-5% -$27.4K 0.01% 192
2022
Q3 		$498K Buy
3,464
+653
+23% +$111K 0.01% 176
2022
Q2 		$464K Sell
2,811
-2
-0.1% -$353 0.01% 179
2022
Q1 		$597K Sell
2,813
-116
-4% -$25K 0.01% 171
2021
Q4 		$744K Buy
2,929
+69
+2% +$19.4K 0.02% 163
2021
Q3 		$776K Buy
2,860
+21
+0.7% +$5.33K 0.02% 156
2021
Q2 		$693K Sell
2,839
-900
-24% -$207K 0.02% 160
2021
Q1 		$792K Sell
3,739
-77
-2% -$17.1K 0.02% 157
2020
Q4 		$849K Buy
3,816
+1,280
+50% +$311K 0.02% 155
2020
Q3 		$637K Buy
2,536
+50
+2% +$10.9K 0.02% 154
2020
Q2 		$466K Hold
2,486
– – 0.02% 159
2020
Q1 		$358K Hold
2,486
– – 0.01% 165
2019
Q4 		$404K Buy
2,486
+265
+12% +$41.5K 0.01% 178
2019
Q3 		$330K Buy
2,221
+197
+10% +$29.9K 0.01% 185
2019
Q2 		$307K Buy
+2,024
New +$317K 0.01% 189

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

R.M. Davis Inc's CRM Position: Q2 2026 in Review

R.M. Davis Inc reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $77K and leaving 1,753 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

R.M. Davis Inc first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $958K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • R.M. Davis Inc held 1,753 shares of Salesforce worth $275K as of Q2 2026.
  • R.M. Davis Inc sold 438 Salesforce shares in Q2 2026, an estimated $77K.
  • Salesforce made up ﹤0.01% of R.M. Davis Inc's portfolio in Q2 2026, its #252 holding.
  • R.M. Davis Inc first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • R.M. Davis Inc's Salesforce position peaked at $958K in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on R.M. Davis Inc's 13F filing for Q2 2026, filed 14 Aug 2026.