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Ridgewood Investments’s Salesforce CRM Stock Holding History

Ridgewood Investments’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 		$1.06M Buy
6,758
+2,507
+59% +$441K 0.4% 81
2026
Q1 		$794K Buy
+4,251
New +$881K 0.32% 100
2025
Q3 		$542K Buy
2,287
+773
+51% +$195K 0.23% 123
2025
Q2 		$413K Buy
1,514
+259
+21% +$69.2K 0.18% 131
2025
Q1 		$337K Buy
1,255
+235
+23% +$73.1K 0.16% 145
2024
Q4 		$341K Hold
1,020
– – 0.16% 137
2024
Q3 		$279K Sell
1,020
-381
-27% -$97.6K 0.14% 144
2024
Q2 		$360K Buy
1,401
+350
+33% +$93.7K 0.18% 138
2024
Q1 		$317K Sell
1,051
-58
-5% -$16.7K 0.17% 146
2023
Q4 		$292K Sell
1,109
-190
-15% -$43K 0.17% 145
2023
Q3 		$263K Hold
1,299
– – 0.17% 143
2023
Q2 		$274K Hold
1,299
– – 0.16% 144
2023
Q1 		$259K Buy
+1,299
New +$219K 0.16% 150
2021
Q1 		– Sell
-1,109
Closed -$279K – 196
2020
Q4 		$279K Hold
1,109
– – 0.22% 129
2020
Q3 		$279K Buy
+1,109
New +$243K 0.22% 130

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

Ridgewood Investments's CRM Position: Q2 2026 in Review

Ridgewood Investments increased its Salesforce (CRM) stake by 59% in Q2 2026, buying an estimated $441K and bringing the position to 6,758 shares worth $1.06M. The position accounts for 0.4% of the portfolio, ranked #81.

Ridgewood Investments first reported a position in CRM in Q3 2020 and has held it in 15 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ridgewood Investments held 6,758 shares of Salesforce worth $1.06M as of Q2 2026.
  • Ridgewood Investments bought 2,507 Salesforce shares in Q2 2026, an estimated $441K.
  • Salesforce made up 0.4% of Ridgewood Investments's portfolio in Q2 2026, its #81 holding.
  • Ridgewood Investments first reported a position in Salesforce in Q3 2020 and has held it in 15 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.