Rothwell Investment Advisors, LLC’s Salesforce CRM Stock Holding History

Rothwell Investment Advisors, LLC’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	$491K	Buy	+2,138	New	+$441K	0.26%	76

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CRM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Salesforce (CRM) in Q3 2026: 2,138 shares worth $491K. The stake represents 0.26% of the portfolio and ranks #76 among its holdings.

1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Rothwell Investment Advisors, LLC held 2,138 shares of Salesforce worth $491K as of Q3 2026.
Salesforce was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Salesforce made up 0.26% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #76 holding.
1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.