RMA
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Roffman Miller Associates’s Salesforce CRM Stock Holding History

Roffman Miller Associates’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 		$9.91M Sell
63,241
-7,913
-11% -$1.39M 0.52% 48
2026
Q1 		$13.3M Sell
71,154
-8,823
-11% -$1.83M 0.77% 43
2025
Q4 		$21.2M Buy
79,977
+591
+0.7% +$147K 1.16% 32
2025
Q3 		$18.8M Buy
79,386
+2,448
+3% +$617K 1.05% 34
2025
Q2 		$21M Buy
76,938
+7,892
+11% +$2.11M 1.25% 34
2025
Q1 		$18.5M Buy
69,046
+9,395
+16% +$2.92M 1.17% 36
2024
Q4 		$19.9M Buy
59,651
+21,566
+57% +$6.88M 1.23% 31
2024
Q3 		$10.4M Buy
38,085
+2,617
+7% +$670K 0.64% 43
2024
Q2 		$9.12M Buy
35,468
+960
+3% +$257K 0.6% 45
2024
Q1 		$10.4M Sell
34,508
-1,717
-5% -$495K 0.69% 43
2023
Q4 		$9.53M Sell
36,225
-8,555
-19% -$1.94M 0.68% 43
2023
Q3 		$9.08M Sell
44,780
-8,696
-16% -$1.88M 0.72% 40
2023
Q2 		$11.3M Sell
53,476
-7,371
-12% -$1.5M 0.85% 40
2023
Q1 		$12.2M Sell
60,847
-5,748
-9% -$971K 0.97% 37
2022
Q4 		$8.83M Sell
66,595
-1,683
-2% -$246K 0.73% 41
2022
Q3 		$9.82M Buy
68,278
+2,651
+4% +$450K 0.9% 39
2022
Q2 		$10.8M Buy
65,627
+2,266
+4% +$400K 0.94% 39
2022
Q1 		$13.5M Buy
63,361
+4,648
+8% +$1M 1% 36
2021
Q4 		$14.9M Buy
58,713
+2,237
+4% +$629K 1.01% 37
2021
Q3 		$15.3M Buy
56,476
+5,379
+11% +$1.37M 1.14% 37
2021
Q2 		$12.5M Buy
51,097
+3,145
+7% +$725K 0.95% 39
2021
Q1 		$10.2M Buy
47,952
+9,589
+25% +$2.13M 0.84% 39
2020
Q4 		$8.54M Buy
38,363
+7,531
+24% +$1.83M 0.74% 40
2020
Q3 		$7.75M Buy
30,832
+2,566
+9% +$562K 0.75% 40
2020
Q2 		$5.29M Buy
28,266
+4,004
+17% +$675K 0.53% 41
2020
Q1 		$3.49M Buy
24,262
+8,846
+57% +$1.52M 0.44% 45
2019
Q4 		$2.51M Buy
15,416
+5,952
+63% +$933K 0.25% 49
2019
Q3 		$1.41M Buy
+9,464
New +$1.44M 0.15% 52

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Roffman Miller Associates's CRM Position: Q2 2026 in Review

Roffman Miller Associates reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $1.39M and leaving 63,241 shares worth $9.91M. The position accounts for 0.52% of the portfolio, ranked #48.

Roffman Miller Associates first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $21.2M in Q4 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Roffman Miller Associates held 63,241 shares of Salesforce worth $9.91M as of Q2 2026.
  • Roffman Miller Associates sold 7,913 Salesforce shares in Q2 2026, an estimated $1.39M.
  • Salesforce made up 0.52% of Roffman Miller Associates's portfolio in Q2 2026, its #48 holding.
  • Roffman Miller Associates first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Roffman Miller Associates's Salesforce position peaked at $21.2M in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Roffman Miller Associates's 13F filing for Q2 2026, filed 13 Jul 2026.