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Neville Rodie & Shaw’s Salesforce CRM Stock Holding History

Neville Rodie & Shaw’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 		$978K Sell
6,240
-1,025
-14% -$180K 0.06% 132
2026
Q1 		$1.36M Sell
7,265
-18,785
-72% -$3.89M 0.1% 111
2025
Q4 		$6.9M Sell
26,050
-17,803
-41% -$4.42M 0.49% 46
2025
Q3 		$10.4M Sell
43,853
-16,117
-27% -$4.06M 0.75% 36
2025
Q2 		$16.4M Buy
59,970
+2,644
+5% +$707K 1.21% 22
2025
Q1 		$15.4M Buy
57,326
+4,015
+8% +$1.25M 1.2% 24
2024
Q4 		$17.8M Buy
53,311
+2,160
+4% +$689K 1.3% 20
2024
Q3 		$14M Buy
51,151
+210
+0.4% +$53.8K 1.03% 27
2024
Q2 		$13.1M Sell
50,941
-930
-2% -$249K 0.99% 30
2024
Q1 		$15.6M Buy
51,871
+3,927
+8% +$1.13M 1.19% 24
2023
Q4 		$12.6M Buy
47,944
+6,740
+16% +$1.53M 1.03% 26
2023
Q3 		$8.36M Sell
41,204
-559
-1% -$121K 0.75% 36
2023
Q2 		$8.82M Buy
41,763
+4,565
+12% +$932K 0.76% 36
2023
Q1 		$7.43M Buy
37,198
+1,925
+5% +$325K 0.67% 40
2022
Q4 		$4.68M Sell
35,273
-10,792
-23% -$1.57M 0.44% 54
2022
Q3 		$6.63M Sell
46,065
-2,914
-6% -$494K 0.65% 44
2022
Q2 		$8.08M Sell
48,979
-988
-2% -$175K 0.72% 44
2022
Q1 		$10.6M Sell
49,967
-1,655
-3% -$356K 0.79% 39
2021
Q4 		$13.1M Buy
51,622
+1,338
+3% +$376K 0.93% 35
2021
Q3 		$13.6M Buy
50,284
+203
+0.4% +$51.6K 1.06% 32
2021
Q2 		$12.2M Sell
50,081
-1,230
-2% -$283K 0.94% 33
2021
Q1 		$10.9M Sell
51,311
-275
-0.5% -$61.2K 0.9% 35
2020
Q4 		$11.5M Buy
51,586
+4,735
+10% +$1.15M 0.99% 34
2020
Q3 		$11.8M Buy
46,851
+1,125
+2% +$246K 1.11% 29
2020
Q2 		$8.57M Hold
45,726
– – 0.88% 36
2020
Q1 		$6.58M Buy
45,726
+495
+1% +$84.9K 0.8% 45
2019
Q4 		$7.36M Buy
45,231
+2,075
+5% +$325K 0.72% 46
2019
Q3 		$6.41M Sell
43,156
-109
-0.3% -$16.6K 0.68% 47
2019
Q2 		$6.57M Buy
43,265
+548
+1% +$85.9K 0.7% 45
2019
Q1 		$6.76M Buy
42,717
+5,279
+14% +$818K 0.72% 48
2018
Q4 		$5.13M Buy
37,438
+262
+0.7% +$36K 0.62% 51
2018
Q3 		$5.91M Buy
37,176
+5,290
+17% +$785K 0.58% 52
2018
Q2 		$4.35M Buy
31,886
+3,785
+13% +$483K 0.46% 66
2018
Q1 		$3.27M Buy
28,101
+52
+0.2% +$5.97K 0.36% 74
2017
Q4 		$2.87M Buy
28,049
+4,050
+17% +$413K 0.3% 84
2017
Q3 		$2.24M Buy
23,999
+3,926
+20% +$361K 0.25% 88
2017
Q2 		$1.74M Sell
20,073
-600
-3% -$52.3K 0.2% 98
2017
Q1 		$1.71M Sell
20,673
-3,625
-15% -$290K 0.2% 100
2016
Q4 		$1.66M Sell
24,298
-17,497
-42% -$1.27M 0.2% 96
2016
Q3 		$2.98M Sell
41,795
-3,800
-8% -$296K 0.35% 80
2016
Q2 		$3.62M Sell
45,595
-900
-2% -$70.6K 0.43% 71
2016
Q1 		$3.43M Buy
46,495
+7,795
+20% +$537K 0.42% 76
2015
Q4 		$3.03M Buy
38,700
+35,500
+1,109% +$2.77M 0.36% 81
2015
Q3 		$222K Buy
+3,200
New +$227K 0.03% 243

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Neville Rodie & Shaw's CRM Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $180K and leaving 6,240 shares worth $978K. The position accounts for 0.06% of the portfolio, ranked #132.

Neville Rodie & Shaw first reported a position in CRM in Q3 2015 and has held it in 44 quarters since. The position peaked at $17.8M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Neville Rodie & Shaw held 6,240 shares of Salesforce worth $978K as of Q2 2026.
  • Neville Rodie & Shaw sold 1,025 Salesforce shares in Q2 2026, an estimated $180K.
  • Salesforce made up 0.06% of Neville Rodie & Shaw's portfolio in Q2 2026, its #132 holding.
  • Neville Rodie & Shaw first reported a position in Salesforce in Q3 2015 and has held it in 44 quarters since.
  • Neville Rodie & Shaw's Salesforce position peaked at $17.8M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.