RIA
CRM icon

RPG Investment Advisory’s Salesforce CRM Stock Holding History

RPG Investment Advisory’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 		$8.78M Buy
56,031
+650
+1% +$114K 0.9% 44
2026
Q1 		$10.3M Buy
55,381
+5,878
+12% +$1.22M 1.25% 38
2025
Q4 		$13.1M Buy
49,503
+55
+0.1% +$13.7K 1.49% 29
2025
Q3 		$11.7M Buy
49,448
+1,014
+2% +$256K 1.38% 31
2025
Q2 		$13.2M Sell
48,434
-29,770
-38% -$7.96M 1.64% 27
2025
Q1 		$21M Buy
78,204
+40,057
+105% +$12.5M 1.5% 30
2024
Q4 		$12.8M Buy
38,147
+46
+0.1% +$14.7K 1.71% 20
2024
Q3 		$10.4M Buy
38,101
+1,340
+4% +$343K 1.49% 27
2024
Q2 		$9.45M Buy
36,761
+169
+0.5% +$45.2K 1.4% 30
2024
Q1 		$11M Sell
36,592
-105
-0.3% -$30.3K 1.65% 27
2023
Q4 		$9.66M Buy
36,697
+7,368
+25% +$1.67M 1.57% 29
2023
Q3 		$5.95M Sell
29,329
-8,037
-22% -$1.74M 1.09% 40
2023
Q2 		$7.89M Sell
37,366
-769
-2% -$157K 1.36% 33
2023
Q1 		$7.62M Buy
38,135
+199
+0.5% +$33.6K 1.34% 32
2022
Q4 		$5.03M Buy
37,936
+458
+1% +$66.8K 0.97% 48
2022
Q3 		$5.39M Buy
37,478
+6,170
+20% +$1.05M 1.16% 38
2022
Q2 		$5.17M Buy
31,308
+2,977
+11% +$526K 1.05% 47
2022
Q1 		$6.01M Buy
28,331
+3,530
+14% +$760K 0.98% 49
2021
Q4 		$6.3M Buy
24,801
+662
+3% +$186K 0.98% 58
2021
Q3 		$6.55M Sell
24,139
-6,498
-21% -$1.65M 1.08% 42
2021
Q2 		$7.48M Buy
30,637
+995
+3% +$229K 1.22% 36
2021
Q1 		$6.28M Buy
29,642
+1,146
+4% +$255K 1.12% 47
2020
Q4 		$6.34M Buy
+28,496
New +$6.93M 1.28% 36
2017
Q2 		– Sell
-8,913
Closed -$734K – 296
2017
Q1 		$734K Sell
8,913
-1,617
-15% -$129K 0.21% 81
2016
Q4 		$720K Sell
10,530
-1,157
-10% -$84K 0.24% 75
2016
Q3 		$833K Sell
11,687
-897
-7% -$70K 0.26% 79
2016
Q2 		$999K Buy
12,584
+8,812
+234% +$692K 0.27% 82
2016
Q1 		$278K Buy
3,772
+663
+21% +$45.7K 0.11% 91
2015
Q4 		$243K Buy
+3,109
New +$243K 0.09% 95

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

RPG Investment Advisory's CRM Position: Q2 2026 in Review

RPG Investment Advisory increased its Salesforce (CRM) stake by 1.2% in Q2 2026, buying an estimated $114K and bringing the position to 56,031 shares worth $8.78M. The position accounts for 0.9% of the portfolio, ranked #44.

RPG Investment Advisory first reported a position in CRM in Q4 2015 and has held it in 29 quarters since. The position peaked at $21M in Q1 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • RPG Investment Advisory held 56,031 shares of Salesforce worth $8.78M as of Q2 2026.
  • RPG Investment Advisory bought 650 Salesforce shares in Q2 2026, an estimated $114K.
  • Salesforce made up 0.9% of RPG Investment Advisory's portfolio in Q2 2026, its #44 holding.
  • RPG Investment Advisory first reported a position in Salesforce in Q4 2015 and has held it in 29 quarters since.
  • RPG Investment Advisory's Salesforce position peaked at $21M in Q1 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.