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Matthew Hamilton Rosenberg’s Salesforce CRM Stock Holding History

Matthew Hamilton Rosenberg’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
Q2 		$52K Buy
332
+175
+111% +$30.8K 0.01% 430
2026
Q1 		$29.3K Sell
157
-102
-39% -$21.1K 0.01% 496
2025
Q4 		$68.6K Sell
259
-9
-3% -$2.24K 0.01% 379
2025
Q3 		$63.5K Sell
268
-24
-8% -$6.05K 0.01% 390
2025
Q2 		$79.6K Sell
292
-41
-12% -$11K 0.02% 373
2025
Q1 		$89.4K Buy
333
+156
+88% +$48.5K 0.02% 337
2024
Q4 		$59.2K Buy
177
+83
+88% +$26.5K 0.02% 395
2024
Q3 		$25.7K Hold
94
– – 0.01% 522
2024
Q2 		$24.1K Sell
94
-100
-52% -$26.8K 0.01% 504
2024
Q1 		$58.6K Hold
194
– – 0.02% 404
2023
Q4 		$51K Hold
194
– – 0.02% 430
2023
Q3 		$39.3K Hold
194
– – 0.01% 452
2023
Q2 		$41K Sell
194
-125
-39% -$25.5K 0.01% 465
2023
Q1 		$63.7K Hold
319
– – 0.02% 410
2022
Q4 		$42.3K Sell
319
-53
-14% -$7.73K 0.01% 502
2022
Q3 		$54K Buy
372
+20
+6% +$3.39K 0.02% 419
2022
Q2 		$60K Hold
352
– – 0.02% 407
2022
Q1 		$75K Sell
352
-60
-15% -$12.9K 0.03% 362
2021
Q4 		$105K Buy
412
+287
+230% +$80.6K 0.04% 286
2021
Q3 		$34K Buy
+125
New +$31.7K 0.01% 449

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Matthew Hamilton Rosenberg's CRM Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Salesforce (CRM) stake by 111% in Q2 2026, buying an estimated $30.8K and bringing the position to 332 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #430.

Matthew Hamilton Rosenberg first reported a position in CRM in Q3 2021 and has held it in 20 quarters since. The position peaked at $105K in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Matthew Hamilton Rosenberg held 332 shares of Salesforce worth $52K as of Q2 2026.
  • Matthew Hamilton Rosenberg bought 175 Salesforce shares in Q2 2026, an estimated $30.8K.
  • Salesforce made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #430 holding.
  • Matthew Hamilton Rosenberg first reported a position in Salesforce in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's Salesforce position peaked at $105K in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.