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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
Q2 		– Sell
-32,804
Closed -$6.12M – 218
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 $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

River Wealth Advisors's CRM Position: Q2 2026 in Review

River Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 32,804 shares — an estimated $6.12M sold.

River Wealth Advisors first reported a position in CRM in Q3 2024 and held it in 7 quarters. The position peaked at $12.3M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • River Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • River Wealth Advisors sold 32,804 Salesforce shares in Q2 2026, an estimated $6.12M.
  • River Wealth Advisors first reported a position in Salesforce in Q3 2024 and held it in 7 quarters.
  • River Wealth Advisors's Salesforce position peaked at $12.3M in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.