RIG
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RiverFront Investment Group’s Salesforce CRM Stock Holding History

RiverFront Investment Group’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 		$11.5M Buy
73,422
+70,250
+2,215% +$12.4M 0.15% 80
2026
Q1 		$592K Buy
3,172
+277
+10% +$57.4K 0.01% 247
2025
Q4 		$767K Sell
2,895
-103
-3% -$25.6K 0.01% 190
2025
Q3 		$711K Buy
2,998
+1,311
+78% +$331K 0.01% 188
2025
Q2 		$460K Buy
1,687
+777
+85% +$208K 0.01% 210
2025
Q1 		$244K Buy
910
+244
+37% +$75.9K 0.01% 259
2024
Q4 		$223K Buy
+666
New +$213K 0.01% 227

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

RiverFront Investment Group's CRM Position: Q2 2026 in Review

RiverFront Investment Group increased its Salesforce (CRM) stake by 2,215% in Q2 2026, buying an estimated $12.4M and bringing the position to 73,422 shares worth $11.5M. The position accounts for 0.15% of the portfolio, ranked #80.

RiverFront Investment Group first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RiverFront Investment Group held 73,422 shares of Salesforce worth $11.5M as of Q2 2026.
  • RiverFront Investment Group bought 70,250 Salesforce shares in Q2 2026, an estimated $12.4M.
  • Salesforce made up 0.15% of RiverFront Investment Group's portfolio in Q2 2026, its #80 holding.
  • RiverFront Investment Group first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.