RBA Wealth Management’s Salesforce CRM Stock Holding History

RBA Wealth Management’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	$3.97M	Sell	25,330 -1,271	-5%	-$223K	1.46%	37
2026 Q1	$4.97M	Buy	26,601 +8,928	+51%	+$1.85M	1.79%	25
2025 Q4	$4.68M	Buy	17,673 +214	+1%	+$53.2K	1.59%	32
2025 Q3	$4.14M	Buy	17,459 +569	+3%	+$144K	1.43%	37
2025 Q2	$4.61M	Buy	16,890 +160	+1%	+$42.8K	1.72%	27
2025 Q1	$4.49M	Buy	16,730 +273	+2%	+$84.9K	1.78%	27
2024 Q4	$5.5M	Buy	16,457 +285	+2%	+$91K	2.09%	12
2024 Q3	$4.43M	Buy	16,172 +574	+4%	+$147K	1.71%	29
2024 Q2	$4.01M	Buy	15,598 +14,912	+2,174%	+$3.99M	1.61%	28
2024 Q1	$207K	Buy	+686	New	+$198K	0.08%	88
2022 Q2	–	Sell	-971	Closed	-$206K	–	94
2022 Q1	$206K	Hold	971	–	–	0.1%	100
2021 Q4	$247K	Buy	+971	New	+$273K	0.12%	95
2021 Q1	–	Sell	-973	Closed	-$217K	–	242
2020 Q4	$217K	Buy	973 +2	+0.2%	+$486	0.13%	98
2020 Q3	$244K	Buy	+971	New	+$213K	0.17%	95

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RBA Wealth Management's CRM Position: Q2 2026 in Review

RBA Wealth Management reduced its Salesforce (CRM) stake by 4.8% in Q2 2026, selling an estimated $223K and leaving 25,330 shares worth $3.97M. The position accounts for 1.46% of the portfolio, ranked #37.

RBA Wealth Management first reported a position in CRM in Q3 2020 and has held it in 14 quarters since. The position peaked at $5.5M in Q4 2024. 823 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

RBA Wealth Management held 25,330 shares of Salesforce worth $3.97M as of Q2 2026.
RBA Wealth Management sold 1,271 Salesforce shares in Q2 2026, an estimated $223K.
Salesforce made up 1.46% of RBA Wealth Management's portfolio in Q2 2026, its #37 holding.
RBA Wealth Management first reported a position in Salesforce in Q3 2020 and has held it in 14 quarters since.
RBA Wealth Management's Salesforce position peaked at $5.5M in Q4 2024.
823 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.