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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Richardson Financial Services's CRM Position: Q1 2026 in Review

Richardson Financial Services reduced its Salesforce (CRM) stake by 71% in Q1 2026, selling an estimated $322K and leaving 622 shares worth $116K. The position accounts for 0.07% of the portfolio, ranked #211.

Richardson Financial Services first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $590K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Richardson Financial Services held 622 shares of Salesforce worth $116K as of Q1 2026.
  • Richardson Financial Services sold 1,556 Salesforce shares in Q1 2026, an estimated $322K.
  • Salesforce made up 0.07% of Richardson Financial Services's portfolio in Q1 2026, its #211 holding.
  • Richardson Financial Services first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Richardson Financial Services's Salesforce position peaked at $590K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.