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Rooted Wealth Advisors’s Salesforce CRM Stock Holding History

Rooted Wealth Advisors’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 		– Sell
-1,593
Closed -$297K – 152
2026
Q1 		$297K Sell
1,593
-562
-26% -$116K 0.08% 119
2025
Q4 		$430K Sell
2,155
-715
-25% -$178K 0.12% 88
2025
Q3 		$690K Buy
2,870
+1,736
+153% +$438K 0.21% 67
2025
Q2 		$293K Buy
1,134
+267
+31% +$71.4K 0.1% 87
2025
Q1 		$209K Sell
867
-125
-13% -$38.9K 0.09% 89
2024
Q4 		$322K Buy
992
+256
+35% +$81.7K 0.13% 73
2024
Q3 		$209K Buy
+736
New +$189K 0.09% 94

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 $3.38T AUM 44.17% 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

Rooted Wealth Advisors's CRM Position: Q2 2026 in Review

Rooted Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,593 shares — an estimated $297K sold.

Rooted Wealth Advisors first reported a position in CRM in Q3 2024 and held it in 7 quarters. The position peaked at $690K in Q3 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rooted Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Rooted Wealth Advisors sold 1,593 Salesforce shares in Q2 2026, an estimated $297K.
  • Rooted Wealth Advisors first reported a position in Salesforce in Q3 2024 and held it in 7 quarters.
  • Rooted Wealth Advisors's Salesforce position peaked at $690K in Q3 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.