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Ross\Johnson & Associates’s Salesforce CRM Stock Holding History

Ross\Johnson & Associates’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 		$470 Buy
3
+1
+50% +$176 0.01% 139
2026
Q1 		$373 Hold
2
– – 0.01% 126
2025
Q4 		$530 Hold
2
– – 0.01% 149
2025
Q3 		$474 Hold
2
– – 0.01% 109
2025
Q2 		$545 Hold
2
– – 0.01% 95
2025
Q1 		$537 Buy
+2
New +$622 0.01% 241

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

Ross\Johnson & Associates's CRM Position: Q2 2026 in Review

Ross\Johnson & Associates increased its Salesforce (CRM) stake by 50% in Q2 2026, buying an estimated $176 and bringing the position to 3 shares worth $470. The position accounts for 0.01% of the portfolio, ranked #139.

Ross\Johnson & Associates first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $545 in Q2 2025. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ross\Johnson & Associates held 3 shares of Salesforce worth $470 as of Q2 2026.
  • Ross\Johnson & Associates bought 1 Salesforce share in Q2 2026, an estimated $176.
  • Salesforce made up 0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #139 holding.
  • Ross\Johnson & Associates first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Salesforce position peaked at $545 in Q2 2025.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.