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Robinswood Financial’s Salesforce CRM Stock Holding History

Robinswood Financial’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 		$16.1K Hold
102
– – ﹤0.01% 255
2026
Q1 		$19.1K Hold
102
– – 0.01% 232
2025
Q4 		$27.1K Hold
102
– – 0.01% 193
2025
Q3 		$24.2K Hold
102
– – 0.01% 195
2025
Q2 		$27.9K Hold
102
– – 0.01% 182
2025
Q1 		$27.4K Buy
102
+67
+191% +$20.8K 0.01% 174
2024
Q4 		$11.7K Hold
35
– – ﹤0.01% 192
2024
Q3 		$9.58K Hold
35
– – ﹤0.01% 210
2024
Q2 		$9K Buy
35
+32
+1,067% +$8.56K ﹤0.01% 216
2024
Q1 		$906 Hold
3
– – ﹤0.01% 231
2023
Q4 		$789 Hold
3
– – ﹤0.01% 227
2023
Q3 		$608 Hold
3
– – ﹤0.01% 231
2023
Q2 		$633 Buy
+3
New +$612 ﹤0.01% 211

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

Robinswood Financial's CRM Position: Q2 2026 in Review

Robinswood Financial held its Salesforce (CRM) position steady in Q2 2026 at 102 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Robinswood Financial first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $27.9K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Robinswood Financial held 102 shares of Salesforce worth $16.1K as of Q2 2026.
  • Robinswood Financial left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Robinswood Financial's portfolio in Q2 2026, its #255 holding.
  • Robinswood Financial first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Robinswood Financial's Salesforce position peaked at $27.9K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.