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Romano Brothers & Co’s Salesforce CRM Stock Holding History

Romano Brothers & 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 		$500K Sell
3,191
-10
-0.3% -$1.76K 0.05% 240
2026
Q1 		$598K Buy
3,201
+340
+12% +$70.4K 0.07% 209
2025
Q4 		$758K Sell
2,861
-265
-8% -$65.9K 0.09% 192
2025
Q3 		$741K Sell
3,126
-471
-13% -$119K 0.08% 196
2025
Q2 		$981K Sell
3,597
-376
-9% -$101K 0.12% 160
2025
Q1 		$1.07M Buy
3,973
+95
+2% +$29.5K 0.14% 152
2024
Q4 		$1.3M Sell
3,878
-13
-0.3% -$4.15K 0.16% 138
2024
Q3 		$1.07M Sell
3,891
-49
-1% -$12.6K 0.13% 155
2024
Q2 		$1.01M Sell
3,940
-99
-2% -$26.5K 0.14% 151
2024
Q1 		$1.22M Sell
4,039
-90
-2% -$26K 0.17% 142
2023
Q4 		$1.09M Sell
4,129
-654
-14% -$148K 0.16% 139
2023
Q3 		$970K Buy
4,783
+605
+14% +$131K 0.15% 150
2023
Q2 		$883K Buy
4,178
+100
+2% +$20.4K 0.13% 155
2023
Q1 		$815K Sell
4,078
-170
-4% -$28.7K 0.13% 159
2022
Q4 		$563K Buy
4,248
+287
+7% +$41.9K 0.09% 192
2022
Q3 		$570K Buy
+3,961
New +$672K 0.09% 184

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

Romano Brothers & Co's CRM Position: Q2 2026 in Review

Romano Brothers & Co reduced its Salesforce (CRM) stake by 0.31% in Q2 2026, selling an estimated $1.76K and leaving 3,191 shares worth $500K. The position accounts for 0.05% of the portfolio, ranked #240.

Romano Brothers & Co first reported a position in CRM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Romano Brothers & Co held 3,191 shares of Salesforce worth $500K as of Q2 2026.
  • Romano Brothers & Co sold 10 Salesforce shares in Q2 2026, an estimated $1.76K.
  • Salesforce made up 0.05% of Romano Brothers & Co's portfolio in Q2 2026, its #240 holding.
  • Romano Brothers & Co first reported a position in Salesforce in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's Salesforce position peaked at $1.3M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.