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Rockline Wealth Management’s Salesforce CRM Stock Holding History

Rockline Wealth Management’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 		– Sell
-1,290
Closed -$241K – 111
2026
Q1 		$241K Sell
1,290
-11,164
-90% -$2.31M 0.05% 93
2025
Q4 		$3.3M Buy
12,454
+98
+0.8% +$24.4K 0.67% 41
2025
Q3 		$2.93M Sell
12,356
-1,147
-8% -$289K 0.61% 45
2025
Q2 		$3.68M Buy
13,503
+698
+5% +$187K 0.87% 34
2025
Q1 		$3.44M Buy
12,805
+593
+5% +$184K 0.96% 34
2024
Q4 		$4.08M Buy
12,212
+303
+3% +$96.7K 1.09% 30
2024
Q3 		$3.26M Sell
11,909
-108
-0.9% -$27.7K 0.92% 36
2024
Q2 		$3.09M Buy
12,017
+321
+3% +$85.9K 0.95% 31
2024
Q1 		$3.52M Buy
11,696
+1,009
+9% +$291K 1.23% 27
2023
Q4 		$2.81M Buy
+10,687
New +$2.42M 1.17% 32

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

Rockline Wealth Management's CRM Position: Q2 2026 in Review

Rockline Wealth Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,290 shares — an estimated $241K sold.

Rockline Wealth Management first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $4.08M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rockline Wealth Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Rockline Wealth Management sold 1,290 Salesforce shares in Q2 2026, an estimated $241K.
  • Rockline Wealth Management first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Rockline Wealth Management's Salesforce position peaked at $4.08M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.