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RKL Wealth Management’s Salesforce CRM Stock Holding History

RKL Wealth Management’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
Q1 		– Sell
-693
Closed -$232K – 173
2024
Q4 		$232K Buy
+693
New +$221K 0.02% 162
2024
Q1 		– Sell
-798
Closed -$210K – 160
2023
Q4 		$210K Buy
+798
New +$181K 0.02% 144
2018
Q2 		– Sell
-2,178
Closed -$254K – 128
2018
Q1 		$254K Sell
2,178
-1
-0% -$115 0.06% 125
2017
Q4 		$223K Buy
+2,179
New +$222K 0.06% 130

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

RKL Wealth Management's CRM Position: Q1 2025 in Review

RKL Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 693 shares — an estimated $232K sold.

RKL Wealth Management first reported a position in CRM in Q4 2017 and held it in 4 quarters. The position peaked at $254K in Q1 2018. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • RKL Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • RKL Wealth Management sold 693 Salesforce shares in Q1 2025, an estimated $232K.
  • RKL Wealth Management first reported a position in Salesforce in Q4 2017 and held it in 4 quarters.
  • RKL Wealth Management's Salesforce position peaked at $254K in Q1 2018.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on RKL Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.