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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
Q2 		$355K Sell
2,269
-1,273
-36% -$224K 0.01% 253
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 $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

Root Financial Partners's CRM Position: Q2 2026 in Review

Root Financial Partners reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $224K and leaving 2,269 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #253.

Root Financial Partners first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $896K in Q2 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Root Financial Partners held 2,269 shares of Salesforce worth $355K as of Q2 2026.
  • Root Financial Partners sold 1,273 Salesforce shares in Q2 2026, an estimated $224K.
  • Salesforce made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #253 holding.
  • Root Financial Partners first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • Root Financial Partners's Salesforce position peaked at $896K in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.