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Root Financial Partners’s Salesforce CRM Stock Holding History

Root Financial Partners’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 		$661K Buy
3,542
+480
+16% +$99.5K 0.03% 134
2025
Q4 		$811K Buy
3,062
+437
+17% +$109K 0.04% 113
2025
Q3 		$622K Sell
2,625
-661
-20% -$167K 0.04% 122
2025
Q2 		$896K Buy
3,286
+697
+27% +$186K 0.09% 81
2025
Q1 		$695K Buy
2,589
+254
+11% +$79K 0.07% 89
2024
Q4 		$781K Buy
2,335
+401
+21% +$128K 0.1% 80
2024
Q3 		$529K Buy
1,934
+150
+8% +$38.4K 0.08% 85
2024
Q2 		$459K Buy
+1,784
New +$477K 0.11% 71

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Root Financial Partners's CRM Position: Q1 2026 in Review

Root Financial Partners increased its Salesforce (CRM) stake by 16% in Q1 2026, buying an estimated $99.5K and bringing the position to 3,542 shares worth $661K. The position accounts for 0.03% of the portfolio, ranked #134.

Root Financial Partners first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $896K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Root Financial Partners held 3,542 shares of Salesforce worth $661K as of Q1 2026.
  • Root Financial Partners bought 480 Salesforce shares in Q1 2026, an estimated $99.5K.
  • Salesforce made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #134 holding.
  • Root Financial Partners first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • Root Financial Partners's Salesforce position peaked at $896K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.