RIS
CRM icon

Retirement Income Solutions’s Salesforce CRM Stock Holding History

Retirement Income Solutions’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 		$266K Hold
1,423
– – 0.05% 139
2026
Q1 		$266K Hold
1,423
– – 0.05% 140
2025
Q4 		$377K Sell
1,423
-41
-3% -$10.2K 0.06% 110
2025
Q3 		$347K Buy
1,464
+41
+3% +$10.3K 0.06% 114
2025
Q2 		$388K Sell
1,423
-73
-5% -$19.5K 0.07% 99
2025
Q1 		$401K Hold
1,496
– – 0.08% 87
2024
Q4 		$500K Hold
1,496
– – 0.1% 74
2024
Q3 		$409K Sell
1,496
-14
-0.9% -$3.59K 0.09% 81
2024
Q2 		$388K Hold
1,510
– – 0.09% 82
2024
Q1 		$455K Hold
1,510
– – 0.1% 85
2023
Q4 		$397K Hold
1,510
– – 0.1% 88
2023
Q3 		$306K Hold
1,510
– – 0.09% 97
2023
Q2 		$319K Hold
1,510
– – 0.09% 102
2023
Q1 		$302K Buy
+1,510
New +$255K 0.09% 104
2022
Q3 		– Sell
-1,330
Closed -$220K – 114
2022
Q2 		$220K Hold
1,330
– – 0.08% 105
2022
Q1 		$282K Hold
1,330
– – 0.08% 91
2021
Q4 		$338K Hold
1,330
– – 0.09% 88
2021
Q3 		$361K Hold
1,330
– – 0.12% 73
2021
Q2 		$325K Hold
1,330
– – 0.11% 81
2021
Q1 		$282K Hold
1,330
– – 0.1% 80
2020
Q4 		$296K Hold
1,330
– – 0.11% 75
2020
Q3 		$334K Hold
1,330
– – 0.15% 65
2020
Q2 		$249K Buy
+1,330
New +$224K 0.11% 69
2020
Q1 		– Sell
-1,330
Closed -$216K – 76
2019
Q4 		$216K Buy
+1,330
New +$208K 0.09% 71
2019
Q3 		– Sell
-1,330
Closed -$202K – 73
2019
Q2 		$202K Buy
1,330
+14
+1% +$2.19K 0.11% 64
2019
Q1 		$208K Buy
+1,316
New +$204K 0.12% 65
2018
Q4 		– Sell
-1,330
Closed -$212K – 63
2018
Q3 		$212K Buy
+1,330
New +$197K 0.12% 64

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

Retirement Income Solutions's CRM Position: Q2 2026 in Review

Retirement Income Solutions held its Salesforce (CRM) position steady in Q2 2026 at 1,423 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #139.

Retirement Income Solutions first reported a position in CRM in Q3 2018 and has held it in 27 quarters since. The position peaked at $500K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Retirement Income Solutions held 1,423 shares of Salesforce worth $266K as of Q2 2026.
  • Retirement Income Solutions left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.05% of Retirement Income Solutions's portfolio in Q2 2026, its #139 holding.
  • Retirement Income Solutions first reported a position in Salesforce in Q3 2018 and has held it in 27 quarters since.
  • Retirement Income Solutions's Salesforce position peaked at $500K in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.