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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
Q2 		$192K Sell
1,224
-580
-32% -$102K 0.04% 406
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 $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

Rossby Financial's CRM Position: Q2 2026 in Review

Rossby Financial reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $102K and leaving 1,224 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #406.

Rossby Financial first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $427K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rossby Financial held 1,224 shares of Salesforce worth $192K as of Q2 2026.
  • Rossby Financial sold 580 Salesforce shares in Q2 2026, an estimated $102K.
  • Salesforce made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #406 holding.
  • Rossby Financial first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's Salesforce position peaked at $427K in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.