RGC
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Roberts, Glore & Co’s Salesforce CRM Stock Holding History

Roberts, Glore & Co’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 		$746K Buy
4,764
+1,476
+45% +$260K 0.18% 112
2026
Q1 		$614K Buy
3,288
+641
+24% +$133K 0.17% 117
2025
Q4 		$701K Buy
2,647
+22
+0.8% +$5.47K 0.19% 112
2025
Q3 		$622K Buy
2,625
+603
+30% +$152K 0.17% 115
2025
Q2 		$551K Sell
2,022
-30
-1% -$8.02K 0.16% 122
2025
Q1 		$551K Buy
2,052
+58
+3% +$18K 0.17% 121
2024
Q4 		$667K Sell
1,994
-30
-1% -$9.57K 0.2% 108
2024
Q3 		$554K Sell
2,024
-75
-4% -$19.2K 0.16% 118
2024
Q2 		$540K Sell
2,099
-48
-2% -$12.8K 0.16% 118
2024
Q1 		$647K Sell
2,147
-107
-5% -$30.9K 0.19% 109
2023
Q4 		$593K Sell
2,254
-5
-0.2% -$1.13K 0.18% 107
2023
Q3 		$458K Sell
2,259
-78
-3% -$16.9K 0.15% 118
2023
Q2 		$494K Sell
2,337
-35
-1% -$7.14K 0.16% 115
2023
Q1 		$474K Sell
2,372
-386
-14% -$65.2K 0.16% 119
2022
Q4 		$366K Sell
2,758
-319
-10% -$46.5K 0.13% 131
2022
Q3 		$443K Buy
3,077
+252
+9% +$42.7K 0.16% 120
2022
Q2 		$466K Buy
2,825
+268
+10% +$47.4K 0.16% 122
2022
Q1 		$543K Buy
2,557
+824
+48% +$177K 0.16% 124
2021
Q4 		$440K Sell
1,733
-183
-10% -$51.4K 0.12% 139
2021
Q3 		$520K Buy
1,916
+650
+51% +$165K 0.16% 120
2021
Q2 		$309K Sell
1,266
-4
-0.3% -$922 0.09% 153
2021
Q1 		$269K Buy
1,270
+204
+19% +$45.4K 0.08% 158
2020
Q4 		$237K Buy
1,066
+10
+0.9% +$2.43K 0.08% 165
2020
Q3 		$265K Sell
1,056
-45
-4% -$9.85K 0.09% 147
2020
Q2 		$206K Buy
+1,101
New +$186K 0.08% 159

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

Roberts, Glore & Co's CRM Position: Q2 2026 in Review

Roberts, Glore & Co increased its Salesforce (CRM) stake by 45% in Q2 2026, buying an estimated $260K and bringing the position to 4,764 shares worth $746K. The position accounts for 0.18% of the portfolio, ranked #112.

Roberts, Glore & Co first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Roberts, Glore & Co held 4,764 shares of Salesforce worth $746K as of Q2 2026.
  • Roberts, Glore & Co bought 1,476 Salesforce shares in Q2 2026, an estimated $260K.
  • Salesforce made up 0.18% of Roberts, Glore & Co's portfolio in Q2 2026, its #112 holding.
  • Roberts, Glore & Co first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.