Roble Belko & Company’s Salesforce CRM Stock Holding History

Roble Belko & Company’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 Q2	–	Sell	-18	Closed	-$5K	–	426
2025 Q1	$5K	Buy	+18	New	+$5.6K	﹤0.01%	284
2024 Q1	–	Sell	-26	Closed	-$7.5K	–	326
2023 Q4	$7K	Hold	26	–	–	﹤0.01%	247
2023 Q3	$5K	Hold	26	–	–	﹤0.01%	238
2023 Q2	$5K	Hold	26	–	–	﹤0.01%	237
2023 Q1	$5K	Hold	26	–	–	﹤0.01%	244
2022 Q4	$3K	Hold	26	–	–	﹤0.01%	283
2022 Q3	$4K	Hold	26	–	–	﹤0.01%	271
2022 Q2	$4K	Hold	26	–	–	﹤0.01%	269
2022 Q1	$6K	Sell	26 -8	-24%	-$1.72K	﹤0.01%	308
2021 Q4	$9K	Hold	34	–	–	﹤0.01%	263
2021 Q3	$9K	Hold	34	–	–	﹤0.01%	243
2021 Q2	$8K	Hold	34	–	–	﹤0.01%	266
2021 Q1	$7K	Buy	34 +8	+31%	+$1.78K	﹤0.01%	260
2020 Q4	$6K	Hold	26	–	–	﹤0.01%	253
2020 Q3	$7K	Hold	26	–	–	﹤0.01%	251
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	279
2020 Q1	$4K	Hold	26	–	–	﹤0.01%	290
2019 Q4	$4K	Hold	26	–	–	﹤0.01%	298
2019 Q3	$4K	Hold	26	–	–	﹤0.01%	296
2019 Q2	$4K	Hold	26	–	–	﹤0.01%	297
2019 Q1	$4K	Hold	26	–	–	﹤0.01%	268
2018 Q4	$4K	Hold	26	–	–	﹤0.01%	259
2018 Q3	$4K	Hold	26	–	–	﹤0.01%	274
2018 Q2	$4K	Hold	26	–	–	﹤0.01%	280
2018 Q1	$3K	Hold	26	–	–	﹤0.01%	290
2017 Q4	$3K	Hold	26	–	–	﹤0.01%	279
2017 Q3	$2K	Hold	26	–	–	﹤0.01%	257
2017 Q2	$2K	Hold	26	–	–	﹤0.01%	260
2017 Q1	$2K	Hold	26	–	–	﹤0.01%	302
2016 Q4	$2K	Buy	+26	New	+$1.89K	﹤0.01%	319

Other funds holding CRM

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Roble Belko & Company's CRM Position: Q2 2025 in Review

Roble Belko & Company sold out of Salesforce (CRM) in Q2 2025, closing a stake of 18 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in CRM in Q4 2016 and held it in 30 quarters. The position peaked at $9K in Q4 2021. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Roble Belko & Company reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Roble Belko & Company sold 18 Salesforce shares in Q2 2025, an estimated $5K.
Roble Belko & Company first reported a position in Salesforce in Q4 2016 and held it in 30 quarters.
Roble Belko & Company's Salesforce position peaked at $9K in Q4 2021.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Roble Belko & Company's 13F filing for Q2 2025, filed 4 Aug 2025.