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River Wealth Advisors’s Salesforce CRM Stock Holding History

River Wealth 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 		$6.12M Sell
32,804
-417
-1% -$86.4K 0.7% 37
2025
Q4 		$8.8M Buy
33,221
+364
+1% +$90.5K 0.99% 28
2025
Q3 		$7.79M Sell
32,857
-688
-2% -$174K 0.91% 27
2025
Q2 		$9.15M Sell
33,545
-12,423
-27% -$3.32M 1.14% 23
2025
Q1 		$12.3M Buy
45,968
+9,267
+25% +$2.88M 1.71% 15
2024
Q4 		$12.3M Buy
36,701
+24,473
+200% +$7.81M 1.63% 14
2024
Q3 		$3.35M Buy
+12,228
New +$3.13M 0.45% 61

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

River Wealth Advisors's CRM Position: Q1 2026 in Review

River Wealth Advisors reduced its Salesforce (CRM) stake by 1.3% in Q1 2026, selling an estimated $86.4K and leaving 32,804 shares worth $6.12M. The position accounts for 0.7% of the portfolio, ranked #37.

River Wealth Advisors first reported a position in CRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • River Wealth Advisors held 32,804 shares of Salesforce worth $6.12M as of Q1 2026.
  • River Wealth Advisors sold 417 Salesforce shares in Q1 2026, an estimated $86.4K.
  • Salesforce made up 0.7% of River Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • River Wealth Advisors first reported a position in Salesforce in Q3 2024 and has held it in 7 quarters since.
  • River Wealth Advisors's Salesforce position peaked at $12.3M in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.