RWB
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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
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 		$1.15M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RMR Wealth Builders's CRM Position: Q2 2026 in Review

RMR Wealth Builders reduced its Salesforce (CRM) stake by 37% in Q2 2026, selling an estimated $951K and leaving 9,173 shares worth $1.44M. The position accounts for 0.09% of the portfolio, ranked #104.

RMR Wealth Builders first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.79M in Q4 2025. 783 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RMR Wealth Builders held 9,173 shares of Salesforce worth $1.44M as of Q2 2026.
  • RMR Wealth Builders sold 5,408 Salesforce shares in Q2 2026, an estimated $951K.
  • Salesforce made up 0.09% of RMR Wealth Builders's portfolio in Q2 2026, its #104 holding.
  • RMR Wealth Builders first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Salesforce position peaked at $2.79M in Q4 2025.
  • 783 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.