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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
Q2 		$212K Hold
1,352
– – 0.06% 111
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 $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

Rogco LP's CRM Position: Q2 2026 in Review

Rogco LP held its Salesforce (CRM) position steady in Q2 2026 at 1,352 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #111.

Rogco LP first reported a position in CRM in Q3 2023 and has held it in 7 quarters since. The position peaked at $337K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rogco LP held 1,352 shares of Salesforce worth $212K as of Q2 2026.
  • Rogco LP left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.06% of Rogco LP's portfolio in Q2 2026, its #111 holding.
  • Rogco LP first reported a position in Salesforce in Q3 2023 and has held it in 7 quarters since.
  • Rogco LP's Salesforce position peaked at $337K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.