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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
Q2 		$137K Sell
875
-36
-4% -$6.33K 0.03% 203
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 $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

Rialto Wealth Management's CRM Position: Q2 2026 in Review

Rialto Wealth Management reduced its Salesforce (CRM) stake by 4% in Q2 2026, selling an estimated $6.33K and leaving 875 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #203.

Rialto Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $293K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rialto Wealth Management held 875 shares of Salesforce worth $137K as of Q2 2026.
  • Rialto Wealth Management sold 36 Salesforce shares in Q2 2026, an estimated $6.33K.
  • Salesforce made up 0.03% of Rialto Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Rialto Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Salesforce position peaked at $293K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.