Riversedge Advisors’s Salesforce CRM Stock Holding History

Riversedge 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	-1,325	Closed	-$247K	–	319
2026 Q1	$247K	Buy	+1,325	New	+$275K	0.04%	170
2025 Q4	–	Sell	-1,022	Closed	-$242K	–	217
2025 Q3	$242K	Buy	+1,022	New	+$258K	0.04%	158
2025 Q2	–	Sell	-814	Closed	-$218K	–	128
2025 Q1	$218K	Sell	814 -1,210	-60%	-$376K	0.05%	104
2024 Q4	$677K	Buy	2,024 +104	+5%	+$33.2K	0.15%	51
2024 Q3	$526K	Buy	1,920 +122	+7%	+$31.3K	0.12%	52
2024 Q2	$462K	Sell	1,798 -56	-3%	-$15K	0.11%	54
2024 Q1	$558K	Sell	1,854 -82	-4%	-$23.7K	0.14%	50
2023 Q4	$509K	Sell	1,936 -417	-18%	-$94.4K	0.14%	49
2023 Q3	$477K	Buy	2,353 +420	+22%	+$90.7K	0.14%	48
2023 Q2	$408K	Buy	+1,933	New	+$395K	0.11%	50

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Riversedge Advisors's CRM Position: Q2 2026 in Review

Riversedge Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,325 shares — an estimated $247K sold.

Riversedge Advisors first reported a position in CRM in Q2 2023 and held it in 10 quarters. The position peaked at $677K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Riversedge Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Riversedge Advisors sold 1,325 Salesforce shares in Q2 2026, an estimated $247K.
Riversedge Advisors first reported a position in Salesforce in Q2 2023 and held it in 10 quarters.
Riversedge Advisors's Salesforce position peaked at $677K in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.