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Rogco LP’s Salesforce CRM Stock Holding History

Rogco LP’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 		$252K Buy
1,352
+78
+6% +$16.2K 0.08% 107
2025
Q4 		$337K Buy
1,274
+142
+13% +$35.3K 0.11% 95
2025
Q3 		$268K Buy
+1,132
New +$285K 0.09% 99
2025
Q1 		– Sell
-18
Closed -$6.02K – 215
2024
Q4 		$6.02K Hold
18
– – ﹤0.01% 187
2024
Q3 		$4.93K Buy
+18
New +$4.61K ﹤0.01% 210
2023
Q4 		– Sell
-35
Closed -$7.1K – 251
2023
Q3 		$7.1K Buy
+35
New +$7.56K ﹤0.01% 208

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

Rogco LP's CRM Position: Q1 2026 in Review

Rogco LP increased its Salesforce (CRM) stake by 6.1% in Q1 2026, buying an estimated $16.2K and bringing the position to 1,352 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #107.

Rogco LP first reported a position in CRM in Q3 2023 and has held it in 6 quarters since. The position peaked at $337K in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Rogco LP held 1,352 shares of Salesforce worth $252K as of Q1 2026.
  • Rogco LP bought 78 Salesforce shares in Q1 2026, an estimated $16.2K.
  • Salesforce made up 0.08% of Rogco LP's portfolio in Q1 2026, its #107 holding.
  • Rogco LP first reported a position in Salesforce in Q3 2023 and has held it in 6 quarters since.
  • Rogco LP's Salesforce position peaked at $337K in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rogco LP's 13F filing for Q1 2026, filed 5 May 2026.