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
2021 Q3	–	Sell	-1,400	Closed	-$59K	–	534
2021 Q2	$59K	Hold	1,400	–	–	﹤0.01%	507
2021 Q1	$37K	Buy	1,400 +500	+56%	+$111K	﹤0.01%	456
2020 Q4	$36K	Buy	900 +500	+125%	+$122K	﹤0.01%	387
2020 Q3	$24K	Sell	400 -100	-20%	-$21.9K	﹤0.01%	315
2020 Q2	$25K	Buy	+500	New	+$84.2K	﹤0.01%	283
2020 Q1	–	Sell	-800	Closed	-$31K	–	186
2019 Q4	$31K	Buy	+800	New	+$125K	﹤0.01%	151

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ritholtz Wealth Management's CRM Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Salesforce (CRM) stake by 14% in Q1 2026, buying an estimated $402K and bringing the position to 16,294 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #270.

Ritholtz Wealth Management first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.55M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Ritholtz Wealth Management held 16,294 shares of Salesforce worth $3.04M as of Q1 2026.
Ritholtz Wealth Management bought 1,939 Salesforce shares in Q1 2026, an estimated $402K.
Salesforce made up 0.05% of Ritholtz Wealth Management's portfolio in Q1 2026, its #270 holding.
Ritholtz Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
Ritholtz Wealth Management's Salesforce position peaked at $4.55M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.