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RFG Advisory’s Salesforce CRM Stock Holding History

RFG Advisory’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 		$1.3M Sell
8,306
-4,871
-37% -$857K 0.02% 484
2026
Q1 		$2.46M Buy
13,177
+2,088
+19% +$433K 0.05% 300
2025
Q4 		$2.94M Sell
11,089
-117
-1% -$29.1K 0.06% 255
2025
Q3 		$2.66M Sell
11,206
-4,396
-28% -$1.11M 0.05% 262
2025
Q2 		$4.25M Buy
15,602
+2,400
+18% +$642K 0.1% 159
2025
Q1 		$3.54M Buy
13,202
+1,051
+9% +$327K 0.1% 151
2024
Q4 		$4.06M Buy
12,151
+1,405
+13% +$448K 0.11% 141
2024
Q3 		$2.94M Buy
10,746
+53
+0.5% +$13.6K 0.09% 176
2024
Q2 		$2.75M Buy
10,693
+4,255
+66% +$1.14M 0.09% 170
2024
Q1 		$1.94M Buy
6,438
+1,220
+23% +$352K 0.07% 226
2023
Q4 		$1.37M Buy
5,218
+31
+0.6% +$7.02K 0.05% 264
2023
Q3 		$1.05M Buy
5,187
+224
+5% +$48.4K 0.05% 271
2023
Q2 		$1.05M Buy
4,963
+859
+21% +$175K 0.05% 287
2023
Q1 		$820K Sell
4,104
-472
-10% -$79.7K 0.04% 319
2022
Q4 		$783K Buy
4,576
+1,406
+44% +$205K 0.04% 313
2022
Q3 		$466K Buy
3,170
+45
+1% +$7.63K 0.03% 394
2022
Q2 		$594K Buy
3,125
+2,015
+182% +$356K 0.03% 320
2022
Q1 		$236K Sell
1,110
-239
-18% -$51.4K 0.02% 457
2021
Q4 		$343K Buy
1,349
+257
+24% +$72.2K 0.02% 372
2021
Q3 		$296K Buy
1,092
+91
+9% +$23.1K 0.02% 352
2021
Q2 		$245K Sell
1,001
-107
-10% -$24.7K 0.02% 389
2021
Q1 		$235K Buy
1,108
+48
+5% +$10.7K 0.03% 386
2020
Q4 		$235K Sell
1,060
-27
-2% -$6.57K 0.03% 389
2020
Q3 		$273K Buy
+1,087
New +$238K 0.04% 333
2020
Q1 		– Sell
-1,758
Closed -$286K – 360
2019
Q4 		$286K Buy
+1,758
New +$276K 0.05% 293

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RFG Advisory's CRM Position: Q2 2026 in Review

RFG Advisory reduced its Salesforce (CRM) stake by 37% in Q2 2026, selling an estimated $857K and leaving 8,306 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #484.

RFG Advisory first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.25M in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RFG Advisory held 8,306 shares of Salesforce worth $1.3M as of Q2 2026.
  • RFG Advisory sold 4,871 Salesforce shares in Q2 2026, an estimated $857K.
  • Salesforce made up 0.02% of RFG Advisory's portfolio in Q2 2026, its #484 holding.
  • RFG Advisory first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • RFG Advisory's Salesforce position peaked at $4.25M in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.