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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
Q2 		$239K Sell
1,527
-1,905
-56% -$335K 0.03% 158
2026
Q1 		$641K Buy
+3,432
New +$711K 0.1% 87

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

Rollins Financial Advisors's CRM Position: Q2 2026 in Review

Rollins Financial Advisors reduced its Salesforce (CRM) stake by 56% in Q2 2026, selling an estimated $335K and leaving 1,527 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #158.

Rollins Financial Advisors first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $641K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rollins Financial Advisors held 1,527 shares of Salesforce worth $239K as of Q2 2026.
  • Rollins Financial Advisors sold 1,905 Salesforce shares in Q2 2026, an estimated $335K.
  • Salesforce made up 0.03% of Rollins Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Rollins Financial Advisors first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Rollins Financial Advisors's Salesforce position peaked at $641K in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.