Riverview Capital Advisers’s Salesforce CRM Stock Holding History

Riverview Capital Advisers’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	$7.85M	Buy	+42,067	New	+$8.72M	2.62%	11
2025 Q3	–	Sell	-5,853	Closed	-$1.6M	–	100
2025 Q2	$1.6M	Buy	5,853 +8	+0.1%	+$2.14K	0.46%	51
2025 Q1	$1.57M	Sell	5,845 -5	-0.1%	-$1.55K	0.49%	48
2024 Q4	$1.96M	Hold	5,850	–	–	0.59%	42
2024 Q3	$1.6M	Sell	5,850 -2	-0%	-$512	0.49%	42
2024 Q2	$1.5M	Sell	5,852 -47	-0.8%	-$12.6K	0.51%	40
2024 Q1	$1.78M	Hold	5,899	–	–	0.61%	38
2023 Q4	$1.55M	Buy	5,899 +55	+0.9%	+$12.4K	0.6%	39
2023 Q3	$1.19M	Sell	5,844 -20	-0.3%	-$4.32K	0.52%	44
2023 Q2	$1.24M	Buy	5,864 +41	+0.7%	+$8.37K	0.54%	44
2023 Q1	$1.16M	Sell	5,823 -45	-0.8%	-$7.6K	0.5%	46
2022 Q4	$778K	Sell	5,868 -7,395	-56%	-$1.08M	0.42%	49
2022 Q3	$1.91M	Buy	13,263 +188	+1%	+$31.9K	1.2%	26
2022 Q2	$2.16M	Buy	13,075 +8,430	+181%	+$1.49M	1.19%	25
2022 Q1	$986K	Hold	4,645	–	–	0.45%	51
2021 Q4	$1.18M	Buy	+4,645	New	+$1.31M	0.53%	45

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Riverview Capital Advisers's CRM Position: Q1 2026 in Review

Riverview Capital Advisers opened a new position in Salesforce (CRM) in Q1 2026: 42,067 shares worth $7.85M. The stake represents 2.62% of the portfolio and ranks #11 among its holdings. This is a return to the name: Riverview Capital Advisers previously reported a position in CRM as recently as Q2 2025.

Riverview Capital Advisers first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Riverview Capital Advisers held 42,067 shares of Salesforce worth $7.85M as of Q1 2026.
Salesforce was a new Riverview Capital Advisers position in Q1 2026.
Salesforce made up 2.62% of Riverview Capital Advisers's portfolio in Q1 2026, its #11 holding.
Riverview Capital Advisers first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Riverview Capital Advisers's 13F filing for Q1 2026, filed 14 May 2026.