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Rialto Wealth Management’s Salesforce CRM Stock Holding History

Rialto Wealth Management’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 		$170K Buy
911
+18
+2% +$3.73K 0.04% 166
2025
Q4 		$237K Hold
893
– – 0.06% 148
2025
Q3 		$212K Hold
893
– – 0.05% 146
2025
Q2 		$244K Buy
893
+4
+0.4% +$1.07K 0.07% 135
2025
Q1 		$239K Buy
889
+12
+1% +$3.73K 0.07% 136
2024
Q4 		$293K Buy
+877
New +$280K 0.1% 121

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

Rialto Wealth Management's CRM Position: Q1 2026 in Review

Rialto Wealth Management increased its Salesforce (CRM) stake by 2% in Q1 2026, buying an estimated $3.73K and bringing the position to 911 shares worth $170K. The position accounts for 0.04% of the portfolio, ranked #166.

Rialto Wealth Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $293K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Rialto Wealth Management held 911 shares of Salesforce worth $170K as of Q1 2026.
  • Rialto Wealth Management bought 18 Salesforce shares in Q1 2026, an estimated $3.73K.
  • Salesforce made up 0.04% of Rialto Wealth Management's portfolio in Q1 2026, its #166 holding.
  • Rialto Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Salesforce position peaked at $293K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.