Rydar Equities
CRM icon

Rydar Equities’s Salesforce CRM Stock Holding History

Rydar Equities’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 		$138K Buy
+616
New +$127K 0.07% 125
2025
Q3 		– Sell
-839
Closed -$229K – 95
2025
Q2 		$229K Buy
+839
New +$224K 0.18% 88

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Rydar Equities's CRM Position: Q3 2026 in Review

Rydar Equities opened a new position in Salesforce (CRM) in Q3 2026: 616 shares worth $138K. The stake represents 0.07% of the portfolio and ranks #125 among its holdings. This is a return to the name: Rydar Equities previously reported a position in CRM as recently as Q2 2025.

Rydar Equities first reported a position in CRM in Q2 2025 and has held it in 2 quarters since. The position peaked at $229K in Q2 2025. 633 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Rydar Equities held 616 shares of Salesforce worth $138K as of Q3 2026.
  • Salesforce was a new Rydar Equities position in Q3 2026.
  • Salesforce made up 0.07% of Rydar Equities's portfolio in Q3 2026, its #125 holding.
  • Rydar Equities first reported a position in Salesforce in Q2 2025 and has held it in 2 quarters since.
  • Rydar Equities's Salesforce position peaked at $229K in Q2 2025.
  • 633 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.