Rainier Family Wealth’s Salesforce CRM Stock Holding History

Rainier Family Wealth’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	-1,849	Closed	-$490K	–	98
2025 Q4	$490K	Buy	1,849 +737	+66%	+$183K	0.37%	51
2025 Q3	$264K	Sell	1,112 -233	-17%	-$58.8K	0.24%	65
2025 Q2	$367K	Sell	1,345 -494	-27%	-$132K	0.37%	54
2025 Q1	$494K	Buy	1,839 +62	+3%	+$19.3K	0.58%	41
2024 Q4	$594K	Buy	+1,777	New	+$567K	0.72%	36

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

Rainier Family Wealth's CRM Position: Q1 2026 in Review

Rainier Family Wealth sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,849 shares — an estimated $490K sold.

Rainier Family Wealth first reported a position in CRM in Q4 2024 and held it in 5 quarters. The position peaked at $594K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Rainier Family Wealth reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Rainier Family Wealth sold 1,849 Salesforce shares in Q1 2026, an estimated $490K.
Rainier Family Wealth first reported a position in Salesforce in Q4 2024 and held it in 5 quarters.
Rainier Family Wealth's Salesforce position peaked at $594K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rainier Family Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.