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Rossby Financial’s Salesforce CRM Stock Holding History

Rossby Financial’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 		$336K Buy
1,804
+356
+25% +$73.8K 0.07% 252
2025
Q4 		$384K Sell
1,448
-234
-14% -$58.2K 0.12% 151
2025
Q3 		$396K Buy
1,682
+115
+7% +$29K 0.13% 151
2025
Q2 		$427K Buy
1,567
+957
+157% +$256K 0.16% 135
2025
Q1 		$163K Sell
610
-273
-31% -$84.9K 0.07% 265
2024
Q4 		$295K Buy
+883
New +$282K 0.18% 136

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

Rossby Financial's CRM Position: Q1 2026 in Review

Rossby Financial increased its Salesforce (CRM) stake by 25% in Q1 2026, buying an estimated $73.8K and bringing the position to 1,804 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #252.

Rossby Financial first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $427K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Rossby Financial held 1,804 shares of Salesforce worth $336K as of Q1 2026.
  • Rossby Financial bought 356 Salesforce shares in Q1 2026, an estimated $73.8K.
  • Salesforce made up 0.07% of Rossby Financial's portfolio in Q1 2026, its #252 holding.
  • Rossby Financial first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Salesforce position peaked at $427K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.