RMR Wealth Builders
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RMR Wealth Builders’s Salesforce CRM Stock Holding History

RMR Wealth Builders’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
Q3 		$2.13M Buy
9,286
+113
+1% +$23.3K 0.12% 87
2026
Q2 		$1.44M Sell
9,173
-5,408
-37% -$951K 0.09% 104
2026
Q1 		$2.72M Buy
14,581
+4,061
+39% +$841K 0.21% 71
2025
Q4 		$2.79M Buy
10,520
+2,431
+30% +$604K 0.22% 60
2025
Q3 		$1.92M Sell
8,089
-1,421
-15% -$358K 0.16% 79
2025
Q2 		$2.59M Buy
9,510
+677
+8% +$181K 0.24% 56
2025
Q1 		$2.37M Buy
8,833
+623
+8% +$194K 0.25% 53
2024
Q4 		$2.74M Buy
8,210
+440
+6% +$140K 0.28% 46
2024
Q3 		$2.13M Sell
7,770
-654
-8% -$168K 0.23% 56
2024
Q2 		$2.17M Sell
8,424
-216
-3% -$57.8K 0.25% 49
2024
Q1 		$2.6M Buy
8,640
+2,397
+38% +$692K 0.31% 42
2023
Q4 		$1.64M Buy
6,243
+714
+13% +$162K 0.23% 53
2023
Q3 		$1.12M Buy
5,529
+1,941
+54% +$419K 0.18% 67
2023
Q2 		$758K Sell
3,588
-1,176
-25% -$240K 0.13% 81
2023
Q1 		$952K Sell
4,764
-103
-2% -$17.4K 0.18% 66
2022
Q4 		$645K Buy
4,867
+231
+5% +$33.7K 0.15% 82
2022
Q3 		$667K Buy
4,636
+26
+0.6% +$4.41K 0.16% 78
2022
Q2 		$761K Buy
4,610
+497
+12% +$87.8K 0.19% 77
2022
Q1 		$873K Buy
+4,113
New +$885K 0.19% 76
2021
Q4 		– Sell
-4,973
Closed -$1.35M – 142
2021
Q3 		$1.35M Buy
4,973
+135
+3% +$34.3K 0.4% 40
2021
Q2 		$1.18M Sell
4,838
-565
-10% -$130K 0.39% 45
2021
Q1 		$1.14M Buy
5,403
+1,189
+28% +$265K 0.3% 50
2020
Q4 		$938K Sell
4,214
-1,379
-25% -$335K 0.46% 41
2020
Q3 		$1.41M Buy
5,593
+1,544
+38% +$338K 0.37% 47
2020
Q2 		$759K Buy
+4,049
New +$682K 0.68% 36
2019
Q4 		$632K Buy
+3,888
New +$609K 0.61% 38

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

RMR Wealth Builders's CRM Position: Q3 2026 in Review

RMR Wealth Builders increased its Salesforce (CRM) stake by 1.2% in Q3 2026, buying an estimated $23.3K and bringing the position to 9,286 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #87.

RMR Wealth Builders first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.79M in Q4 2025. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • RMR Wealth Builders held 9,286 shares of Salesforce worth $2.13M as of Q3 2026.
  • RMR Wealth Builders bought 113 Salesforce shares in Q3 2026, an estimated $23.3K.
  • Salesforce made up 0.12% of RMR Wealth Builders's portfolio in Q3 2026, its #87 holding.
  • RMR Wealth Builders first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Salesforce position peaked at $2.79M in Q4 2025.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.