RF
CRM icon

RHS Financial’s Salesforce CRM Stock Holding History

RHS Financial’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 Buy
+1,700
New +$299K 0.11% 143
2024
Q4 		– Sell
-748
Closed -$205K – 137
2024
Q3 		$205K Buy
+748
New +$192K 0.1% 131
2024
Q2 		– Sell
-808
Closed -$243K – 81
2024
Q1 		$243K Buy
+808
New +$233K 0.14% 98
2021
Q4 		– Sell
-763
Closed -$207K – 86
2021
Q3 		$207K Sell
763
-176
-19% -$44.7K 0.15% 84
2021
Q2 		$229K Sell
939
-199
-17% -$45.9K 0.17% 78
2021
Q1 		$241K Sell
1,138
-314
-22% -$69.9K 0.2% 64
2020
Q4 		$323K Sell
1,452
-525
-27% -$128K 0.28% 59
2020
Q3 		$497K Buy
+1,977
New +$433K 0.5% 49

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

RHS Financial's CRM Position: Q2 2026 in Review

RHS Financial opened a new position in Salesforce (CRM) in Q2 2026: 1,700 shares worth $266K. The stake represents 0.11% of the portfolio and ranks #143 among its holdings. This is a return to the name: RHS Financial previously reported a position in CRM as recently as Q3 2024.

RHS Financial first reported a position in CRM in Q3 2020 and has held it in 8 quarters since. The position peaked at $497K in Q3 2020. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RHS Financial held 1,700 shares of Salesforce worth $266K as of Q2 2026.
  • Salesforce was a new RHS Financial position in Q2 2026.
  • Salesforce made up 0.11% of RHS Financial's portfolio in Q2 2026, its #143 holding.
  • RHS Financial first reported a position in Salesforce in Q3 2020 and has held it in 8 quarters since.
  • RHS Financial's Salesforce position peaked at $497K in Q3 2020.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RHS Financial's 13F filing for Q2 2026, filed 7 Aug 2026.