RWM
CRM icon

Ritholtz Wealth Management’s Salesforce CRM Stock Holding History

Ritholtz Wealth 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
2026
Q2 		$2.38M Sell
15,182
-1,112
-7% -$196K 0.04% 372
2026
Q1 		$3.04M Buy
16,294
+1,939
+14% +$402K 0.05% 270
2025
Q4 		$3.8M Buy
14,355
+191
+1% +$47.5K 0.07% 203
2025
Q3 		$3.36M Sell
14,164
-410
-3% -$103K 0.07% 210
2025
Q2 		$3.97M Buy
14,574
+440
+3% +$118K 0.09% 140
2025
Q1 		$3.79M Buy
14,134
+518
+4% +$161K 0.11% 124
2024
Q4 		$4.55M Buy
13,616
+639
+5% +$204K 0.13% 95
2024
Q3 		$3.55M Buy
12,977
+160
+1% +$41K 0.11% 133
2024
Q2 		$3.3M Sell
12,817
-32
-0.2% -$8.56K 0.11% 124
2024
Q1 		$3.87M Buy
12,849
+2,128
+20% +$614K 0.13% 103
2023
Q4 		$2.82M Buy
10,721
+414
+4% +$93.7K 0.11% 115
2023
Q3 		$2.09M Buy
10,307
+583
+6% +$126K 0.09% 133
2023
Q2 		$2.05M Buy
9,724
+522
+6% +$107K 0.09% 135
2023
Q1 		$1.84M Buy
9,202
+4,425
+93% +$747K 0.09% 142
2022
Q4 		$633K Sell
4,777
-858
-15% -$125K 0.04% 321
2022
Q3 		$811K Sell
5,635
-2,823
-33% -$479K 0.04% 290
2022
Q2 		$1.4M Buy
8,458
+1,381
+20% +$244K 0.09% 141
2022
Q1 		$1.5M Buy
7,077
+190
+3% +$40.9K 0.1% 125
2021
Q4 		$1.75M Buy
6,887
+599
+10% +$168K 0.11% 91
2021
Q3 		$1.71M Buy
6,288
+740
+13% +$188K 0.12% 86
2021
Q2 		$1.35M Buy
5,548
+1,246
+29% +$287K 0.1% 99
2021
Q1 		$911K Buy
4,302
+232
+6% +$51.6K 0.08% 119
2020
Q4 		$906K Buy
4,070
+812
+25% +$197K 0.09% 100
2020
Q3 		$819K Buy
3,258
+590
+22% +$129K 0.09% 92
2020
Q2 		$500K Buy
2,668
+806
+43% +$136K 0.06% 114
2020
Q1 		$268K Buy
1,862
+601
+48% +$103K 0.04% 115
2019
Q4 		$205K Buy
+1,261
New +$198K 0.03% 137

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

Ritholtz Wealth Management's CRM Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Salesforce (CRM) stake by 6.8% in Q2 2026, selling an estimated $196K and leaving 15,182 shares worth $2.38M. The position accounts for 0.04% of the portfolio, ranked #372.

Ritholtz Wealth Management first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.55M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ritholtz Wealth Management held 15,182 shares of Salesforce worth $2.38M as of Q2 2026.
  • Ritholtz Wealth Management sold 1,112 Salesforce shares in Q2 2026, an estimated $196K.
  • Salesforce made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Ritholtz Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Ritholtz Wealth Management's Salesforce position peaked at $4.55M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.