DBRC
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D.B. Root & Company’s Salesforce CRM Stock Holding History

D.B. Root & Company’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
-1,201
Closed -$328K – 188
2025
Q2 		$328K Buy
+1,201
New +$321K 0.1% 142
2025
Q1 		– Sell
-653
Closed -$218K – 186
2024
Q4 		$218K Buy
+653
New +$208K 0.07% 171
2024
Q3 		– Sell
-918
Closed -$236K – 185
2024
Q2 		$236K Buy
918
+228
+33% +$61K 0.08% 173
2024
Q1 		$208K Sell
690
-573
-45% -$165K 0.07% 170
2023
Q4 		$332K Sell
1,263
-672
-35% -$152K 0.12% 135
2023
Q3 		$392K Sell
1,935
-31
-2% -$6.7K 0.15% 122
2023
Q2 		$415K Buy
1,966
+64
+3% +$13.1K 0.16% 125
2023
Q1 		$380K Sell
1,902
-1,063
-36% -$180K 0.15% 127
2022
Q4 		$393K Sell
2,965
-283
-9% -$41.3K 0.17% 118
2022
Q3 		$467K Sell
3,248
-73
-2% -$12.4K 0.21% 103
2022
Q2 		$548K Buy
3,321
+394
+13% +$69.6K 0.24% 102
2022
Q1 		$621K Hold
2,927
– – 0.23% 108
2021
Q4 		$743K Sell
2,927
-3
-0.1% -$843 0.27% 99
2021
Q3 		$794K Buy
2,930
+785
+37% +$199K 0.31% 83
2021
Q2 		$523K Buy
+2,145
New +$494K 0.2% 131
2021
Q1 		– Sell
-1,495
Closed -$332K – 209
2020
Q4 		$332K Sell
1,495
-917
-38% -$223K 0.13% 169
2020
Q3 		$606K Sell
2,412
-1,647
-41% -$361K 0.24% 109
2020
Q2 		$760K Sell
4,059
-122
-3% -$20.6K 0.33% 84
2020
Q1 		$601K Buy
+4,181
New +$717K 0.3% 84

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

D.B. Root & Company's CRM Position: Q3 2025 in Review

D.B. Root & Company sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,201 shares — an estimated $328K sold.

D.B. Root & Company first reported a position in CRM in Q1 2020 and held it in 19 quarters. The position peaked at $794K in Q3 2021. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • D.B. Root & Company reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • D.B. Root & Company sold 1,201 Salesforce shares in Q3 2025, an estimated $328K.
  • D.B. Root & Company first reported a position in Salesforce in Q1 2020 and held it in 19 quarters.
  • D.B. Root & Company's Salesforce position peaked at $794K in Q3 2021.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on D.B. Root & Company's 13F filing for Q3 2025, filed 6 Nov 2025.