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Richardson Financial Services’s Salesforce CRM Stock Holding History

Richardson Financial Services’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 		$99.8K Buy
637
+15
+2% +$2.64K 0.06% 235
2026
Q1 		$116K Sell
622
-1,556
-71% -$322K 0.07% 211
2025
Q4 		$579K Buy
2,178
+270
+14% +$67.1K 0.19% 71
2025
Q3 		$452K Buy
1,908
+20
+1% +$5.04K 0.28% 87
2025
Q2 		$513K Buy
1,888
+100
+6% +$26.7K 0.34% 84
2025
Q1 		$480K Buy
1,788
+30
+2% +$9.33K 0.37% 83
2024
Q4 		$590K Buy
1,758
+16
+0.9% +$5.11K 0.41% 62
2024
Q3 		$448K Buy
1,742
+16
+0.9% +$4.1K 0.28% 88
2024
Q2 		$444K Sell
1,726
-54
-3% -$14.4K 0.32% 84
2024
Q1 		$536K Buy
1,780
+283
+19% +$81.7K 0.38% 75
2023
Q4 		$394K Buy
+1,497
New +$339K 0.35% 81

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 Financial Services's CRM Position: Q2 2026 in Review

Richardson Financial Services increased its Salesforce (CRM) stake by 2.4% in Q2 2026, buying an estimated $2.64K and bringing the position to 637 shares worth $99.8K. The position accounts for 0.06% of the portfolio, ranked #235.

Richardson Financial Services first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $590K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Richardson Financial Services held 637 shares of Salesforce worth $99.8K as of Q2 2026.
  • Richardson Financial Services bought 15 Salesforce shares in Q2 2026, an estimated $2.64K.
  • Salesforce made up 0.06% of Richardson Financial Services's portfolio in Q2 2026, its #235 holding.
  • Richardson Financial Services first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Salesforce position peaked at $590K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.