Ritter Daniher Financial Advisory’s Salesforce CRM Stock Holding History

Ritter Daniher Financial Advisory’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	$144K	Sell	916 -387	-30%	-$68.1K	0.02%	192
2026 Q1	$243K	Sell	1,303 -63	-5%	-$13.1K	0.04%	148
2025 Q4	$362K	Sell	1,366 -35	-2%	-$8.7K	0.06%	119
2025 Q3	$332K	Buy	+1,401	New	+$353K	0.06%	119
2025 Q1	–	Sell	-9	Closed	-$3.01K	–	314
2024 Q4	$3.01K	Sell	9 -1	-10%	-$319	﹤0.01%	268
2024 Q3	$2.74K	Hold	10	–	–	﹤0.01%	273
2024 Q2	$2.57K	Sell	10 -3	-23%	-$803	﹤0.01%	277
2024 Q1	$3.92K	Hold	13	–	–	﹤0.01%	262
2023 Q4	$3.42K	Hold	13	–	–	﹤0.01%	287
2023 Q3	$2.64K	Hold	13	–	–	﹤0.01%	297
2023 Q2	$2.75K	Hold	13	–	–	﹤0.01%	275
2023 Q1	$2.6K	Hold	13	–	–	﹤0.01%	248
2022 Q4	$1.72K	Buy	+13	New	+$1.9K	﹤0.01%	249

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ritter Daniher Financial Advisory's CRM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Salesforce (CRM) stake by 30% in Q2 2026, selling an estimated $68.1K and leaving 916 shares worth $144K. The position accounts for 0.02% of the portfolio, ranked #192.

Ritter Daniher Financial Advisory first reported a position in CRM in Q4 2022 and has held it in 13 quarters since. The position peaked at $362K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Ritter Daniher Financial Advisory held 916 shares of Salesforce worth $144K as of Q2 2026.
Ritter Daniher Financial Advisory sold 387 Salesforce shares in Q2 2026, an estimated $68.1K.
Salesforce made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #192 holding.
Ritter Daniher Financial Advisory first reported a position in Salesforce in Q4 2022 and has held it in 13 quarters since.
Ritter Daniher Financial Advisory's Salesforce position peaked at $362K in Q4 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.