Rossmore Private Capital’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $719K | Sell |
4,569
-4,409
| -49% | -$775K | 0.06% | 183 |
|
|
2026
Q1 | $1.68M | Sell |
8,978
-195
| -2% | -$40.4K | 0.15% | 106 |
|
|
2025
Q4 | $2.43M | Buy |
9,173
+2,659
| +41% | +$661K | 0.22% | 83 |
|
|
2025
Q3 | $1.54M | Hold |
6,514
| – | – | 0.17% | 98 |
|
|
2025
Q2 | $1.78M | Sell |
6,514
-295
| -4% | -$78.9K | 0.21% | 88 |
|
|
2025
Q1 | $1.83M | Buy |
6,809
+489
| +8% | +$152K | 0.22% | 82 |
|
|
2024
Q4 | $2.11M | Hold |
6,320
| – | – | 0.26% | 74 |
|
|
2024
Q3 | $1.73M | Hold |
6,320
| – | – | 0.21% | 89 |
|
|
2024
Q2 | $1.62M | Buy |
6,320
+37
| +0.6% | +$9.9K | 0.21% | 89 |
|
|
2024
Q1 | $1.89M | Buy |
6,283
+26
| +0.4% | +$7.5K | 0.25% | 81 |
|
|
2023
Q4 | $1.65M | Hold |
6,257
| – | – | 0.23% | 86 |
|
|
2023
Q3 | $1.27M | Sell |
6,257
-12
| -0.2% | -$2.59K | 0.19% | 96 |
|
|
2023
Q2 | $1.32M | Sell |
6,269
-6
| -0.1% | -$1.23K | 0.2% | 97 |
|
|
2023
Q1 | $1.25M | Sell |
6,275
-113
| -2% | -$19.1K | 0.2% | 95 |
|
|
2022
Q4 | $834K | Buy |
6,388
+25
| +0.4% | +$3.65K | 0.13% | 122 |
|
|
2022
Q3 | $915K | Buy |
6,363
+40
| +0.6% | +$6.78K | 0.16% | 105 |
|
|
2022
Q2 | $1.04M | Sell |
6,323
-59
| -0.9% | -$10.4K | 0.18% | 102 |
|
|
2022
Q1 | $1.35M | Buy |
6,382
+770
| +14% | +$166K | 0.21% | 92 |
|
|
2021
Q4 | $1.43M | Buy |
5,612
+59
| +1% | +$16.6K | 0.22% | 91 |
|
|
2021
Q3 | $1.51M | Buy |
5,553
+90
| +2% | +$22.9K | 0.26% | 81 |
|
|
2021
Q2 | $1.33M | Buy |
5,463
+300
| +6% | +$69.1K | 0.23% | 91 |
|
|
2021
Q1 | $1.09M | Sell |
5,163
-170
| -3% | -$37.8K | 0.21% | 98 |
|
|
2020
Q4 | $1.19M | Sell |
5,333
-138
| -3% | -$33.6K | 0.24% | 93 |
|
|
2020
Q3 | $1.38M | Buy |
5,471
+1,917
| +54% | +$420K | 0.32% | 78 |
|
|
2020
Q2 | $666K | Buy |
3,554
+1,513
| +74% | +$255K | 0.18% | 103 |
|
|
2020
Q1 | $294K | Sell |
2,041
-106
| -5% | -$18.2K | 0.1% | 126 |
|
|
2019
Q4 | $334K | Hold |
2,147
| – | – | 0.1% | 107 |
|
|
2019
Q3 | $319K | Hold |
2,147
| – | – | 0.11% | 107 |
|
|
2019
Q2 | $326K | Hold |
2,147
| – | – | 0.12% | 104 |
|
|
2019
Q1 | $340K | Buy |
2,147
+123
| +6% | +$19.1K | 0.13% | 99 |
|
|
2018
Q4 | $277K | Hold |
2,024
| – | – | 0.12% | 109 |
|
|
2018
Q3 | $322K | Buy |
2,024
+42
| +2% | +$6.23K | 0.13% | 105 |
|
|
2018
Q2 | $270K | Buy |
1,982
+147
| +8% | +$18.8K | 0.17% | 95 |
|
|
2018
Q1 | $213K | Buy |
1,835
+190
| +12% | +$21.8K | 0.22% | 92 |
|
|
2017
Q4 | $168K | Buy |
+1,645
| New | +$168K | 0.17% | 98 |
|
Other funds holding CRM
FWIA
ATO
Rossmore Private Capital's CRM Position: Q2 2026 in Review
Rossmore Private Capital reduced its Salesforce (CRM) stake by 49% in Q2 2026, selling an estimated $775K and leaving 4,569 shares worth $719K. The position accounts for 0.06% of the portfolio, ranked #183.
Rossmore Private Capital first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.43M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Rossmore Private Capital held 4,569 shares of Salesforce worth $719K as of Q2 2026.
- Rossmore Private Capital sold 4,409 Salesforce shares in Q2 2026, an estimated $775K.
- Salesforce made up 0.06% of Rossmore Private Capital's portfolio in Q2 2026, its #183 holding.
- Rossmore Private Capital first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
- Rossmore Private Capital's Salesforce position peaked at $2.43M in Q4 2025.
- 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.