Richards, Merrill & Peterson’s Salesforce CRM Stock Holding History

Richards, Merrill & Peterson’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	$507K	Buy	3,234 +363	+13%	+$63.8K	0.16%	122
2026 Q1	$536K	Sell	2,871 -1,368	-32%	-$283K	0.2%	113
2025 Q4	$1.12M	Buy	4,239 +46	+1%	+$11.4K	0.43%	62
2025 Q3	$994K	Buy	4,193 +26	+0.6%	+$6.56K	0.43%	63
2025 Q2	$1.14M	Sell	4,167 -188	-4%	-$50.3K	0.54%	52
2025 Q1	$1.17M	Sell	4,355 -23	-0.5%	-$7.15K	0.61%	45
2024 Q4	$1.46M	Buy	+4,378	New	+$1.4M	0.76%	30

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Richards, Merrill & Peterson's CRM Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Salesforce (CRM) stake by 13% in Q2 2026, buying an estimated $63.8K and bringing the position to 3,234 shares worth $507K. The position accounts for 0.16% of the portfolio, ranked #122.

Richards, Merrill & Peterson first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2024. 1,005 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Richards, Merrill & Peterson held 3,234 shares of Salesforce worth $507K as of Q2 2026.
Richards, Merrill & Peterson bought 363 Salesforce shares in Q2 2026, an estimated $63.8K.
Salesforce made up 0.16% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #122 holding.
Richards, Merrill & Peterson first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Salesforce position peaked at $1.46M in Q4 2024.
1,005 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.