Rollins Financial Advisors’s Salesforce CRM Stock Holding History

Rollins Financial Advisors’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	$641K	Buy	+3,432	New	+$711K	0.1%	87

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Rollins Financial Advisors's CRM Position: Q1 2026 in Review

Rollins Financial Advisors opened a new position in Salesforce (CRM) in Q1 2026: 3,432 shares worth $641K. The stake represents 0.1% of the portfolio and ranks #87 among its holdings.

2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Rollins Financial Advisors held 3,432 shares of Salesforce worth $641K as of Q1 2026.
Salesforce was a new Rollins Financial Advisors position in Q1 2026.
Salesforce made up 0.1% of Rollins Financial Advisors's portfolio in Q1 2026, its #87 holding.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.