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Richardson Capital Management’s Salesforce CRM Stock Holding History

Richardson Capital 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 		$5.8K Sell
37
-53
-59% -$9.32K ﹤0.01% 218
2026
Q1 		$16.8K Buy
90
+45
+100% +$9.32K 0.01% 157
2025
Q4 		$11.9K Buy
45
+8
+22% +$1.99K 0.01% 159
2025
Q3 		$8.77K Hold
37
– – ﹤0.01% 179
2025
Q2 		$10.1K Sell
37
-135
-78% -$36.1K 0.01% 144
2025
Q1 		$46.2K Buy
172
+2
+1% +$622 0.03% 83
2024
Q4 		$56.8K Hold
170
– – 0.04% 72
2024
Q3 		$46.5K Sell
170
-190
-53% -$48.7K 0.03% 68
2024
Q2 		$92.6K Hold
360
– – 0.07% 49
2024
Q1 		$108K Buy
360
+323
+873% +$93.2K 0.09% 40
2023
Q4 		$9.74K Buy
+37
New +$8.37K 0.01% 102

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

Richardson Capital Management's CRM Position: Q2 2026 in Review

Richardson Capital Management reduced its Salesforce (CRM) stake by 59% in Q2 2026, selling an estimated $9.32K and leaving 37 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Richardson Capital Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $108K in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Richardson Capital Management held 37 shares of Salesforce worth $5.8K as of Q2 2026.
  • Richardson Capital Management sold 53 Salesforce shares in Q2 2026, an estimated $9.32K.
  • Salesforce made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #218 holding.
  • Richardson Capital Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Richardson Capital Management's Salesforce position peaked at $108K in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.