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Riverview Trust Company’s Salesforce CRM Stock Holding History

Riverview Trust Company’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
-85
Closed -$23.2K – 208
2025
Q2 		$23.2K Sell
85
-666
-89% -$178K 0.03% 165
2025
Q1 		$202K Sell
751
-18
-2% -$5.6K 0.2% 86
2024
Q4 		$257K Hold
769
– – 0.23% 75
2024
Q3 		$210K Buy
769
+103
+15% +$26.4K 0.18% 90
2024
Q2 		$171K Sell
666
-3,040
-82% -$813K 0.16% 97
2024
Q1 		$1.12M Hold
3,706
– – 0.86% 28
2023
Q4 		$975K Hold
3,706
– – 0.99% 25
2023
Q3 		$752K Hold
3,706
– – 0.67% 29
2023
Q2 		$783K Sell
3,706
-71
-2% -$14.5K 0.71% 29
2023
Q1 		$755K Sell
3,777
-192
-5% -$32.4K 0.69% 31
2022
Q4 		$526K Hold
3,969
– – 0.5% 41
2022
Q3 		$571K Sell
3,969
-511
-11% -$86.6K 0.55% 37
2022
Q2 		$739K Sell
4,480
-96
-2% -$17K 0.64% 34
2022
Q1 		$972K Buy
4,576
+607
+15% +$131K 0.72% 27
2021
Q4 		$1.01K Hold
3,969
– – 0.59% 23
2021
Q3 		$1.08M Hold
3,969
– – 1.14% 18
2021
Q2 		$970K Hold
3,969
– – 1.03% 21
2021
Q1 		$841K Hold
3,969
– – 0.94% 24
2020
Q4 		$883K Hold
3,969
– – 0.98% 21
2020
Q3 		$997K Sell
3,969
-1,428
-26% -$313K 1.15% 18
2020
Q2 		$1.01M Hold
5,397
– – 0.98% 19
2020
Q1 		$777K Sell
5,397
-712
-12% -$122K 0.75% 24
2019
Q4 		$994K Sell
6,109
-199
-3% -$31.2K 0.67% 27
2019
Q3 		$936K Hold
6,308
– – 0.65% 25
2019
Q2 		$957K Hold
6,308
– – 0.67% 26
2019
Q1 		$999K Hold
6,308
– – 0.76% 22
2018
Q4 		$864K Buy
+6,308
New +$868K 0.68% 24

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverview Trust Company's CRM Position: Q3 2025 in Review

Riverview Trust Company sold out of Salesforce (CRM) in Q3 2025, closing a stake of 85 shares — an estimated $23.2K sold.

Riverview Trust Company first reported a position in CRM in Q4 2018 and held it in 27 quarters. The position peaked at $1.12M in Q1 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Riverview Trust Company reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Riverview Trust Company sold 85 Salesforce shares in Q3 2025, an estimated $23.2K.
  • Riverview Trust Company first reported a position in Salesforce in Q4 2018 and held it in 27 quarters.
  • Riverview Trust Company's Salesforce position peaked at $1.12M in Q1 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Riverview Trust Company's 13F filing for Q3 2025, filed 22 Oct 2025.