Roberts Capital Advisors’s Salesforce CRM Stock Holding History

Roberts Capital Advisors’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 Q4	–	Sell	-3,262	Closed	-$773K	–	20
2025 Q3	$773K	Hold	3,262	–	–	0.86%	36
2025 Q2	$890K	Hold	3,262	–	–	0.66%	45
2025 Q1	$875K	Hold	3,262	–	–	0.77%	36
2024 Q4	$1.09M	Hold	3,262	–	–	0.91%	23
2024 Q3	$893K	Hold	3,262	–	–	0.76%	35
2024 Q2	$982K	Hold	3,262	–	–	0.94%	27
2024 Q1	$982K	Buy	+3,262	New	+$941K	0.94%	27
2022 Q3	$503K	Hold	3,497	–	–	0.73%	41
2022 Q2	$577K	Hold	3,497	–	–	0.79%	38
2022 Q1	$742K	Hold	3,497	–	–	0.77%	43
2021 Q4	$889K	Buy	+3,497	New	+$983K	0.83%	38

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roberts Capital Advisors's CRM Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Salesforce (CRM) in Q4 2025, closing a stake of 3,262 shares — an estimated $773K sold.

Roberts Capital Advisors first reported a position in CRM in Q4 2021 and held it in 11 quarters. The position peaked at $1.09M in Q4 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Roberts Capital Advisors reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 3,262 Salesforce shares in Q4 2025, an estimated $773K.
Roberts Capital Advisors first reported a position in Salesforce in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Salesforce position peaked at $1.09M in Q4 2024.
2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.