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Richard W. Paul & Associates’s Salesforce CRM Stock Holding History

Richard W. Paul & Associates’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 		$1.1M Buy
7,018
+7,014
+175,350% +$1.23M 0.34% 80
2026
Q1 		$747 Hold
4
– – ﹤0.01% 290
2025
Q4 		$1.06K Sell
4
-4
-50% -$994 ﹤0.01% 276
2025
Q3 		$1.9K Hold
8
– – ﹤0.01% 283
2025
Q2 		$2.18K Sell
8
-1,233
-99% -$330K ﹤0.01% 296
2025
Q1 		$333K Sell
1,241
-17
-1% -$5.29K 0.13% 137
2024
Q4 		$421K Sell
1,258
-56
-4% -$17.9K 0.15% 131
2024
Q3 		$360K Sell
1,314
-20
-1% -$5.12K 0.13% 138
2024
Q2 		$343K Sell
1,334
-9
-0.7% -$2.41K 0.13% 140
2024
Q1 		$404K Sell
1,343
-57
-4% -$16.4K 0.16% 131
2023
Q4 		$368K Sell
1,400
-37
-3% -$8.37K 0.15% 130
2023
Q3 		$291K Sell
1,437
-51
-3% -$11K 0.13% 141
2023
Q2 		$314K Buy
+1,488
New +$304K 0.14% 148

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

Richard W. Paul & Associates's CRM Position: Q2 2026 in Review

Richard W. Paul & Associates increased its Salesforce (CRM) stake by 175,350% in Q2 2026, buying an estimated $1.23M and bringing the position to 7,018 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #80.

Richard W. Paul & Associates first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Richard W. Paul & Associates held 7,018 shares of Salesforce worth $1.1M as of Q2 2026.
  • Richard W. Paul & Associates bought 7,014 Salesforce shares in Q2 2026, an estimated $1.23M.
  • Salesforce made up 0.34% of Richard W. Paul & Associates's portfolio in Q2 2026, its #80 holding.
  • Richard W. Paul & Associates first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.