RS
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Retirement Solution’s Salesforce CRM Stock Holding History

Retirement Solution’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
Q3 		$231K Buy
+1,008
New +$208K 0.05% 49
2026
Q1 		– Sell
-970
Closed -$257K – 61
2025
Q4 		$257K Buy
970
+30
+3% +$7.46K 0.06% 44
2025
Q3 		$223K Buy
940
+1
+0.1% +$252 0.05% 38
2025
Q2 		$256K Sell
939
-72
-7% -$19.2K 0.07% 29
2025
Q1 		$271K Buy
+1,011
New +$314K 0.08% 27

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Retirement Solution's CRM Position: Q3 2026 in Review

Retirement Solution opened a new position in Salesforce (CRM) in Q3 2026: 1,008 shares worth $231K. The stake represents 0.05% of the portfolio and ranks #49 among its holdings. This is a return to the name: Retirement Solution previously reported a position in CRM as recently as Q4 2025.

Retirement Solution first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $271K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Retirement Solution held 1,008 shares of Salesforce worth $231K as of Q3 2026.
  • Salesforce was a new Retirement Solution position in Q3 2026.
  • Salesforce made up 0.05% of Retirement Solution's portfolio in Q3 2026, its #49 holding.
  • Retirement Solution first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • Retirement Solution's Salesforce position peaked at $271K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.