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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
Q3 		$76.2K Hold
332
– – 0.01% 387
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Matthew Hamilton Rosenberg's CRM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Salesforce (CRM) position steady in Q3 2026 at 332 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #387.

Matthew Hamilton Rosenberg first reported a position in CRM in Q3 2021 and has held it in 21 quarters since. The position peaked at $105K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Matthew Hamilton Rosenberg held 332 shares of Salesforce worth $76.2K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Salesforce share count unchanged in Q3 2026.
  • Salesforce made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #387 holding.
  • Matthew Hamilton Rosenberg first reported a position in Salesforce in Q3 2021 and has held it in 21 quarters since.
  • Matthew Hamilton Rosenberg's Salesforce position peaked at $105K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.