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Roman Butler Fullerton & Co’s Salesforce CRM Stock Holding History

Roman Butler Fullerton & Co’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 		$405K Sell
2,368
-2,049
-46% -$360K 0.1% 205
2026
Q1 		$779K Buy
4,417
+1,583
+56% +$328K 0.21% 114
2025
Q4 		$646K Sell
2,834
-1,238
-30% -$308K 0.17% 146
2025
Q3 		$1.02M Buy
4,072
+564
+16% +$142K 0.27% 93
2025
Q2 		$944K Buy
3,508
+601
+21% +$161K 0.28% 95
2025
Q1 		$741K Sell
2,907
-2,575
-47% -$801K 0.29% 86
2024
Q4 		$1.9M Buy
5,482
+2,409
+78% +$769K 0.6% 38
2024
Q3 		$886K Sell
3,073
-16
-0.5% -$4.1K 0.27% 93
2024
Q2 		$780K Sell
3,089
-4,797
-61% -$1.28M 0.25% 92
2024
Q1 		$2.16M Buy
7,886
+5
+0.1% +$1.44K 0.81% 27
2023
Q4 		$2.21M Buy
7,881
+105
+1% +$23.8K 0.86% 27
2023
Q3 		$1.59M Sell
7,776
-530
-6% -$115K 0.75% 35
2023
Q2 		$1.95M Buy
8,306
+4,085
+97% +$834K 0.89% 26
2023
Q1 		$805K Buy
4,221
+2,674
+173% +$452K 0.4% 79
2022
Q4 		$230K Buy
1,547
+64
+4% +$9.34K 0.12% 180
2022
Q3 		$211K Sell
1,483
-4,534
-75% -$769K 0.13% 165
2022
Q2 		$1.01M Buy
6,017
+4,534
+306% +$801K 0.56% 55
2022
Q1 		$315K Sell
1,483
-5,642
-79% -$1.21M 0.15% 155
2021
Q4 		$1.81M Sell
7,125
-92
-1% -$25.9K 0.8% 37
2021
Q3 		$2.1M Buy
7,217
+2,728
+61% +$693K 0.98% 27
2021
Q2 		$1.1M Buy
4,489
+250
+6% +$57.6K 0.53% 60
2021
Q1 		$988K Sell
4,239
-1,786
-30% -$398K 0.49% 65
2020
Q4 		$1.34M Buy
6,025
+96
+2% +$23.3K 0.79% 32
2020
Q3 		$1.49M Hold
5,929
– – 0.97% 27
2020
Q2 		$1.11M Sell
5,929
-65
-1% -$11K 0.79% 39
2020
Q1 		$863K Buy
5,994
+170
+3% +$29.1K 0.76% 46
2019
Q4 		$947K Buy
5,824
+148
+3% +$23.2K 0.62% 53
2019
Q3 		$843K Sell
5,676
-251
-4% -$38.1K 0.58% 60
2019
Q2 		$899K Buy
5,927
+456
+8% +$71.5K 0.6% 49
2019
Q1 		$866K Hold
5,471
– – 0.61% 51
2018
Q4 		$804K Buy
+5,471
New +$753K 0.68% 51

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

Roman Butler Fullerton & Co's CRM Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its Salesforce (CRM) stake by 46% in Q2 2026, selling an estimated $360K and leaving 2,368 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #205.

Roman Butler Fullerton & Co first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.21M in Q4 2023. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Roman Butler Fullerton & Co held 2,368 shares of Salesforce worth $405K as of Q2 2026.
  • Roman Butler Fullerton & Co sold 2,049 Salesforce shares in Q2 2026, an estimated $360K.
  • Salesforce made up 0.1% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #205 holding.
  • Roman Butler Fullerton & Co first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Roman Butler Fullerton & Co's Salesforce position peaked at $2.21M in Q4 2023.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.