RAS
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RPS Advisory Solutions’s Salesforce CRM Stock Holding History

RPS Advisory Solutions’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
-765
Closed -$209K – 133
2025
Q2 		$209K Sell
765
-15
-2% -$4.01K 0.11% 103
2025
Q1 		$209K Sell
780
-108
-12% -$33.6K 0.15% 89
2024
Q4 		$297K Sell
888
-15
-2% -$4.79K 0.18% 82
2024
Q3 		$247K Buy
903
+23
+3% +$5.89K 0.18% 86
2024
Q2 		$226K Buy
+880
New +$235K 0.21% 76

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

RPS Advisory Solutions's CRM Position: Q3 2025 in Review

RPS Advisory Solutions sold out of Salesforce (CRM) in Q3 2025, closing a stake of 765 shares — an estimated $209K sold.

RPS Advisory Solutions first reported a position in CRM in Q2 2024 and held it in 5 quarters. The position peaked at $297K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • RPS Advisory Solutions reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • RPS Advisory Solutions sold 765 Salesforce shares in Q3 2025, an estimated $209K.
  • RPS Advisory Solutions first reported a position in Salesforce in Q2 2024 and held it in 5 quarters.
  • RPS Advisory Solutions's Salesforce position peaked at $297K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on RPS Advisory Solutions's 13F filing for Q3 2025, filed 14 Nov 2025.