RiverPark Advisors’s Salesforce CRM Stock Holding History

RiverPark 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
2025 Q3	–	Sell	-94	Closed	-$25.6K	–	142
2025 Q2	$25.6K	Buy	94 +2	+2%	+$535	0.02%	128
2025 Q1	$24.7K	Buy	+92	New	+$28.6K	0.02%	123
2020 Q2	–	Sell	-14,771	Closed	-$2.13M	–	60
2020 Q1	$2.13M	Sell	14,771 -15,506	-51%	-$2.66M	1.22%	35
2019 Q4	$4.92M	Sell	30,277 -172	-0.6%	-$27K	2.07%	15
2019 Q3	$4.52M	Buy	30,449 +5,837	+24%	+$887K	2.06%	14
2019 Q2	$3.73M	Sell	24,612 -3,050	-11%	-$478K	1.6%	23
2019 Q1	$4.38M	Hold	27,662	–	–	1.9%	18
2018 Q4	$3.79M	Sell	27,662 -3,127	-10%	-$430K	1.66%	21
2018 Q3	$4.9M	Buy	30,789 +10,019	+48%	+$1.49M	1.17%	28
2018 Q2	$2.83M	Sell	20,770 -1,208	-5%	-$154K	0.57%	41
2018 Q1	$2.56M	Buy	+21,978	New	+$2.52M	0.49%	40

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RiverPark Advisors's CRM Position: Q3 2025 in Review

RiverPark Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 94 shares — an estimated $25.6K sold.

RiverPark Advisors first reported a position in CRM in Q1 2018 and held it in 11 quarters. The position peaked at $4.92M in Q4 2019. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

RiverPark Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
RiverPark Advisors sold 94 Salesforce shares in Q3 2025, an estimated $25.6K.
RiverPark Advisors first reported a position in Salesforce in Q1 2018 and held it in 11 quarters.
RiverPark Advisors's Salesforce position peaked at $4.92M in Q4 2019.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on RiverPark Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.