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RFG Holdings’s Salesforce CRM Stock Holding History

RFG Holdings’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 		$1.06M Buy
6,768
+710
+12% +$125K 0.22% 37
2026
Q1 		$1.13M Buy
6,058
+123
+2% +$25.5K 0.28% 33
2025
Q4 		$1.57M Buy
5,935
+362
+6% +$90K 0.39% 31
2025
Q3 		$1.32M Buy
5,573
+1,374
+33% +$347K 0.34% 34
2025
Q2 		$1.15M Buy
4,199
+1,032
+33% +$276K 0.33% 34
2025
Q1 		$851K Buy
3,167
+575
+22% +$179K 0.28% 33
2024
Q4 		$868K Buy
2,592
+254
+11% +$81.1K 0.29% 31
2024
Q3 		$641K Buy
2,338
+310
+15% +$79.4K 0.23% 31
2024
Q2 		$522K Buy
2,028
+893
+79% +$239K 0.2% 33
2024
Q1 		$342K Buy
+1,135
New +$327K 0.14% 32

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

RFG Holdings's CRM Position: Q2 2026 in Review

RFG Holdings increased its Salesforce (CRM) stake by 12% in Q2 2026, buying an estimated $125K and bringing the position to 6,768 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #37.

RFG Holdings first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2025. 1,015 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RFG Holdings held 6,768 shares of Salesforce worth $1.06M as of Q2 2026.
  • RFG Holdings bought 710 Salesforce shares in Q2 2026, an estimated $125K.
  • Salesforce made up 0.22% of RFG Holdings's portfolio in Q2 2026, its #37 holding.
  • RFG Holdings first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
  • RFG Holdings's Salesforce position peaked at $1.57M in Q4 2025.
  • 1,015 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RFG Holdings's 13F filing for Q2 2026, filed 29 Jul 2026.