Rothschild Capital Partners’s Salesforce CRM Stock Holding History

Rothschild Capital Partners’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
2025 Q3	–	Sell	-1,220	Closed	-$333K	–	97
2025 Q2	$333K	Hold	1,220	–	–	0.09%	59
2025 Q1	$327K	Hold	1,220	–	–	0.09%	64
2024 Q4	$408K	Buy	+1,220	New	+$389K	0.1%	57
2021 Q1	–	Sell	-23,776	Closed	-$5.29M	–	40
2020 Q4	$5.29M	Sell	23,776 -5,470	-19%	-$1.33M	1.89%	21
2020 Q3	$7.35M	Hold	29,246	–	–	2.91%	15
2020 Q2	$5.48M	Buy	29,246 +7,840	+37%	+$1.32M	2.29%	18
2020 Q1	$3.08M	Hold	21,406	–	–	1.71%	21
2019 Q4	$3.48M	Buy	21,406 +10,899	+104%	+$1.71M	1.59%	23
2019 Q3	$1.56M	Hold	10,507	–	–	0.79%	27
2019 Q2	$1.59M	Hold	10,507	–	–	0.78%	29
2019 Q1	$1.66M	Buy	+10,507	New	+$1.63M	0.93%	28
2016 Q3	–	Sell	-93,050	Closed	-$7.39M	–	78
2016 Q2	$7.39M	Sell	93,050 -1,485	-2%	-$117K	2.85%	12
2016 Q1	$6.98M	Sell	94,535 -41,930	-31%	-$2.89M	3.12%	9
2015 Q4	$10.7M	Buy	136,465 +91,635	+204%	+$7.16M	5.38%	3
2015 Q3	$3.11M	Buy	+44,830	New	+$3.18M	1.61%	27

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rothschild Capital Partners's CRM Position: Q3 2025 in Review

Rothschild Capital Partners sold out of Salesforce (CRM) in Q3 2025, closing a stake of 1,220 shares — an estimated $333K sold.

Rothschild Capital Partners first reported a position in CRM in Q3 2015 and held it in 15 quarters. The position peaked at $10.7M in Q4 2015. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Rothschild Capital Partners reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Rothschild Capital Partners sold 1,220 Salesforce shares in Q3 2025, an estimated $333K.
Rothschild Capital Partners first reported a position in Salesforce in Q3 2015 and held it in 15 quarters.
Rothschild Capital Partners's Salesforce position peaked at $10.7M in Q4 2015.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Rothschild Capital Partners's 13F filing for Q3 2025, filed 6 Nov 2025.