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Rise Advisors’s Salesforce CRM Stock Holding History

Rise Advisors’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 		– Sell
-831
Closed -$220K – 96
2025
Q4 		$220K Sell
831
-22
-3% -$5.47K 0.08% 93
2025
Q3 		$202K Buy
853
+2
+0.2% +$504 0.07% 94
2025
Q2 		$232K Buy
851
+5
+0.6% +$1.34K 0.09% 86
2025
Q1 		$227K Buy
846
+52
+7% +$16.2K 0.1% 83
2024
Q4 		$266K Sell
794
-32
-4% -$10.2K 0.13% 71
2024
Q3 		$226K Buy
826
+1
+0.1% +$256 0.11% 85
2024
Q2 		$212K Sell
825
-29
-3% -$7.76K 0.11% 90
2024
Q1 		$257K Buy
854
+494
+137% +$143K 0.14% 76
2023
Q4 		$94.7K Hold
360
– – 0.07% 108
2023
Q3 		$73K Buy
360
+201
+126% +$43.4K 0.06% 109
2023
Q2 		$33.6K Sell
159
-46
-22% -$9.39K 0.03% 186
2023
Q1 		$41K Hold
205
– – 0.03% 170
2022
Q4 		$27.2K Sell
205
-105
-34% -$15.3K 0.02% 211
2022
Q3 		$45K Buy
310
+50
+19% +$8.48K 0.04% 160
2022
Q2 		$43K Hold
260
– – 0.04% 153
2022
Q1 		$55K Buy
260
+50
+24% +$10.8K 0.05% 141
2021
Q4 		$53.4K Buy
+210
New +$59K 0.05% 141

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

Rise Advisors's CRM Position: Q1 2026 in Review

Rise Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 831 shares — an estimated $220K sold.

Rise Advisors first reported a position in CRM in Q4 2021 and held it in 17 quarters. The position peaked at $266K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Rise Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Rise Advisors sold 831 Salesforce shares in Q1 2026, an estimated $220K.
  • Rise Advisors first reported a position in Salesforce in Q4 2021 and held it in 17 quarters.
  • Rise Advisors's Salesforce position peaked at $266K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rise Advisors's 13F filing for Q1 2026, filed 3 Apr 2026.