James T. Borello
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James T. Borello’s Salesforce CRM Stock Holding History

James T. Borello’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 		$53K Sell
231
-47
-17% -$9.7K 0.01% 237
2026
Q2 		$43.6K Sell
278
-61
-18% -$10.7K 0.01% 254
2026
Q1 		$63.3K Buy
339
+139
+70% +$28.8K 0.02% 199
2025
Q4 		$53K Buy
200
+89
+80% +$22.1K 0.01% 172
2025
Q3 		$26.3K Buy
111
+104
+1,486% +$26.2K 0.01% 208
2025
Q2 		$1.91K Buy
+7
New +$1.87K ﹤0.01% 261

Other funds holding CRM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

James T. Borello's CRM Position: Q3 2026 in Review

James T. Borello reduced its Salesforce (CRM) stake by 17% in Q3 2026, selling an estimated $9.7K and leaving 231 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #237.

James T. Borello first reported a position in CRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $63.3K in Q1 2026. 1,218 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • James T. Borello held 231 shares of Salesforce worth $53K as of Q3 2026.
  • James T. Borello sold 47 Salesforce shares in Q3 2026, an estimated $9.7K.
  • Salesforce made up 0.01% of James T. Borello's portfolio in Q3 2026, its #237 holding.
  • James T. Borello first reported a position in Salesforce in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello's Salesforce position peaked at $63.3K in Q1 2026.
  • 1,218 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.