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Rachor Investment Advisory Services’s Salesforce CRM Stock Holding History

Rachor Investment Advisory Services’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 		$1.91K Sell
12
-6
-33% -$1.05K ﹤0.01% 162
2026
Q1 		$3.39K Hold
18
– – ﹤0.01% 195
2025
Q4 		$4.8K Buy
+18
New +$4.47K ﹤0.01% 159

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Rachor Investment Advisory Services's CRM Position: Q2 2026 in Review

Rachor Investment Advisory Services reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $1.05K and leaving 12 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Rachor Investment Advisory Services first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.8K in Q4 2025. 1,435 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rachor Investment Advisory Services held 12 shares of Salesforce worth $1.91K as of Q2 2026.
  • Rachor Investment Advisory Services sold 6 Salesforce shares in Q2 2026, an estimated $1.05K.
  • Salesforce made up ﹤0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #162 holding.
  • Rachor Investment Advisory Services first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's Salesforce position peaked at $4.8K in Q4 2025.
  • 1,435 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.