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Roberts Wealth Advisors’s Salesforce CRM Stock Holding History

Roberts Wealth 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
2026
Q1 		$3.43M Buy
18,400
+619
+3% +$128K 0.87% 34
2025
Q4 		$4.71M Buy
17,781
+1,011
+6% +$251K 1.23% 25
2025
Q3 		$3.97M Buy
16,770
+295
+2% +$74.4K 1.06% 33
2025
Q2 		$4.49M Buy
16,475
+369
+2% +$98.7K 1.29% 25
2025
Q1 		$4.32M Buy
16,106
+5,027
+45% +$1.56M 1.33% 26
2024
Q4 		$3.56M Buy
11,079
+75
+0.7% +$23.9K 1.08% 30
2024
Q3 		$3.21M Buy
11,004
+312
+3% +$79.9K 1.04% 37
2024
Q2 		$2.7M Buy
10,692
+242
+2% +$64.8K 0.92% 37
2024
Q1 		$2.85M Sell
10,450
-26
-0.2% -$7.5K 1.07% 37
2023
Q4 		$8.53M Sell
10,476
-46
-0.4% -$10.4K 1.33% 29
2023
Q3 		$2.19M Buy
10,522
+91
+0.9% +$19.7K 0.96% 36
2023
Q2 		$2.2M Sell
10,431
-329
-3% -$67.2K 0.97% 38
2023
Q1 		$2.12M Sell
10,760
-5,404
-33% -$913K 0.97% 39
2022
Q4 		$2.18M Sell
16,164
-877
-5% -$128K 1.05% 39
2022
Q3 		$2.65M Buy
17,041
+755
+5% +$128K 1.3% 28
2022
Q2 		$2.86M Buy
16,286
+725
+5% +$128K 1.25% 29
2022
Q1 		$3.3M Buy
15,561
+891
+6% +$192K 1.29% 24
2021
Q4 		$3.75M Buy
14,670
+1,367
+10% +$384K 1.35% 25
2021
Q3 		$3.61M Buy
+13,303
New +$3.38M 1.43% 23

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Roberts Wealth Advisors's CRM Position: Q1 2026 in Review

Roberts Wealth Advisors increased its Salesforce (CRM) stake by 3.5% in Q1 2026, buying an estimated $128K and bringing the position to 18,400 shares worth $3.43M. The position accounts for 0.87% of the portfolio, ranked #34.

Roberts Wealth Advisors first reported a position in CRM in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.53M in Q4 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Roberts Wealth Advisors held 18,400 shares of Salesforce worth $3.43M as of Q1 2026.
  • Roberts Wealth Advisors bought 619 Salesforce shares in Q1 2026, an estimated $128K.
  • Salesforce made up 0.87% of Roberts Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Roberts Wealth Advisors first reported a position in Salesforce in Q3 2021 and has held it in 19 quarters since.
  • Roberts Wealth Advisors's Salesforce position peaked at $8.53M in Q4 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.