Root Financial Partners
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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
Q3 		$639K Buy
2,783
+514
+23% +$106K 0.02% 189
2026
Q2 		$355K Sell
2,269
-1,273
-36% -$224K 0.01% 253
2026
Q1 		$661K Buy
3,542
+480
+16% +$99.4K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Root Financial Partners's CRM Position: Q3 2026 in Review

Root Financial Partners increased its Salesforce (CRM) stake by 23% in Q3 2026, buying an estimated $106K and bringing the position to 2,783 shares worth $639K. The position accounts for 0.02% of the portfolio, ranked #189.

Root Financial Partners first reported a position in CRM in Q2 2024 and has held it in 10 quarters since. The position peaked at $896K in Q2 2025. 1,078 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Root Financial Partners held 2,783 shares of Salesforce worth $639K as of Q3 2026.
  • Root Financial Partners bought 514 Salesforce shares in Q3 2026, an estimated $106K.
  • Salesforce made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #189 holding.
  • Root Financial Partners first reported a position in Salesforce in Q2 2024 and has held it in 10 quarters since.
  • Root Financial Partners's Salesforce position peaked at $896K in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.