RS
CRM icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Retirement Solution's CRM Position: Q1 2026 in Review

Retirement Solution sold out of Salesforce (CRM) in Q1 2026, closing a stake of 970 shares — an estimated $257K sold.

Retirement Solution first reported a position in CRM in Q1 2025 and held it in 4 quarters. The position peaked at $271K in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Retirement Solution reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Retirement Solution sold 970 Salesforce shares in Q1 2026, an estimated $257K.
  • Retirement Solution first reported a position in Salesforce in Q1 2025 and held it in 4 quarters.
  • Retirement Solution's Salesforce position peaked at $271K in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.