Riggs Asset Management’s Salesforce CRM Stock Holding History

Riggs Asset 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
2025 Q3	–	Sell	-66	Closed	-$18K	–	293
2025 Q2	$18K	Buy	66 +45	+214%	+$12K	﹤0.01%	250
2025 Q1	$5.64K	Hold	21	–	–	﹤0.01%	313
2024 Q4	$7.05K	Buy	21 +2	+11%	+$638	﹤0.01%	282
2024 Q3	$5.2K	Buy	19 +1	+6%	+$256	﹤0.01%	293
2024 Q2	$4.63K	Sell	18 -1	-5%	-$268	﹤0.01%	302
2024 Q1	$5.72K	Buy	+19	New	+$5.48K	﹤0.01%	281
2019 Q1	–	Sell	-200	Closed	-$27K	–	249
2018 Q4	$27K	Hold	200	–	–	0.02%	124
2018 Q3	$31K	Hold	200	–	–	0.02%	128
2018 Q2	$27K	Hold	200	–	–	0.01%	138
2018 Q1	$23K	Hold	200	–	–	0.01%	158
2017 Q4	$20K	Hold	200	–	–	0.01%	167
2017 Q3	$19K	Hold	200	–	–	0.01%	173
2017 Q2	$17K	Hold	200	–	–	0.01%	197
2017 Q1	$16K	Buy	+200	New	+$16K	0.01%	172

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riggs Asset Management's CRM Position: Q3 2025 in Review

Riggs Asset Management sold out of Salesforce (CRM) in Q3 2025, closing a stake of 66 shares — an estimated $18K sold.

Riggs Asset Management first reported a position in CRM in Q1 2017 and held it in 14 quarters. The position peaked at $31K in Q3 2018. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Riggs Asset Management reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 66 Salesforce shares in Q3 2025, an estimated $18K.
Riggs Asset Management first reported a position in Salesforce in Q1 2017 and held it in 14 quarters.
Riggs Asset Management's Salesforce position peaked at $31K in Q3 2018.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.