RIA
CRM icon

Realta Investment Advisors’s Salesforce CRM Stock Holding History

Realta 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
-865
Closed -$229K – 375
2025
Q4 		$229K Buy
+865
New +$215K 0.08% 187
2025
Q3 		– Sell
-827
Closed -$226K – 335
2025
Q2 		$226K Sell
827
-9
-1% -$2.41K 0.09% 164
2025
Q1 		$224K Buy
836
+27
+3% +$8.4K 0.1% 159
2024
Q4 		$269K Sell
809
-54
-6% -$17.2K 0.11% 157
2024
Q3 		$252K Sell
863
-4,942
-85% -$1.27M 0.12% 155
2024
Q2 		$1.49M Buy
5,805
+1,475
+34% +$395K 0.29% 77
2024
Q1 		$1.3M Buy
4,330
+563
+15% +$162K 0.27% 90
2023
Q4 		$991K Buy
3,767
+897
+31% +$203K 0.22% 117
2023
Q3 		$606K Sell
2,870
-40
-1% -$8.64K 0.14% 169
2023
Q2 		$615K Sell
2,910
-223
-7% -$45.5K 0.13% 176
2023
Q1 		$626K Sell
3,133
-1,427
-31% -$241K 0.15% 165
2022
Q4 		$605K Sell
4,560
-701
-13% -$102K 0.15% 163
2022
Q3 		$757K Buy
5,261
+2,047
+64% +$347K 0.2% 133
2022
Q2 		$541K Buy
3,214
+202
+7% +$35.7K 0.13% 175
2022
Q1 		$640K Buy
3,012
+107
+4% +$23K 0.13% 177
2021
Q4 		$738K Sell
2,905
-606
-17% -$170K 0.16% 150
2021
Q3 		$952K Sell
3,511
-226
-6% -$57.4K 0.22% 112
2021
Q2 		$913K Buy
3,737
+346
+10% +$79.7K 0.22% 119
2021
Q1 		$718K Sell
3,391
-594
-15% -$132K 0.19% 142
2020
Q4 		$887K Buy
3,985
+488
+14% +$119K 0.25% 92
2020
Q3 		$879K Buy
3,497
+227
+7% +$49.7K 0.29% 80
2020
Q2 		$613K Buy
+3,270
New +$551K 0.2% 124
2020
Q1 		– Sell
-1,087
Closed -$178K – 511
2019
Q4 		$178K Sell
1,087
-145
-12% -$22.7K 0.05% 361
2019
Q3 		$184K Sell
1,232
-91
-7% -$13.8K 0.05% 346
2019
Q2 		$200K Buy
1,323
+981
+287% +$154K 0.06% 327
2019
Q1 		$56K Buy
+342
New +$53K 0.03% 517

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Realta Investment Advisors's CRM Position: Q1 2026 in Review

Realta Investment Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 865 shares — an estimated $229K sold.

Realta Investment Advisors first reported a position in CRM in Q1 2019 and held it in 26 quarters. The position peaked at $1.49M in Q2 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Realta Investment Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 865 Salesforce shares in Q1 2026, an estimated $229K.
  • Realta Investment Advisors first reported a position in Salesforce in Q1 2019 and held it in 26 quarters.
  • Realta Investment Advisors's Salesforce position peaked at $1.49M in Q2 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.