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Rothschild Investment LLC’s Salesforce CRM Stock Holding History

Rothschild Investment LLC’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 		$1.08M Buy
6,895
+1,959
+40% +$344K 0.04% 394
2026
Q1 		$921K Buy
4,936
+1,946
+65% +$403K 0.05% 286
2025
Q4 		$792K Sell
2,990
-753
-20% -$187K 0.04% 283
2025
Q3 		$887K Sell
3,743
-153
-4% -$38.6K 0.05% 249
2025
Q2 		$1.06M Buy
3,896
+427
+12% +$114K 0.07% 214
2025
Q1 		$931K Sell
3,469
-54
-2% -$16.8K 0.06% 236
2024
Q4 		$1.18M Sell
3,523
-40,835
-92% -$13M 0.08% 212
2024
Q3 		$12.1M Sell
44,358
-588
-1% -$151K 0.8% 28
2024
Q2 		$11.6M Buy
44,946
+240
+0.5% +$64.2K 0.8% 32
2024
Q1 		$13.5M Sell
44,706
-2,132
-5% -$615K 0.97% 23
2023
Q4 		$12.3M Sell
46,838
-642
-1% -$145K 1.03% 22
2023
Q3 		$9.63M Buy
47,480
+28
+0.1% +$6.05K 0.81% 30
2023
Q2 		$10M Buy
47,452
+308
+0.7% +$62.9K 0.83% 30
2023
Q1 		$9.42M Buy
47,144
+4,655
+11% +$786K 0.82% 30
2022
Q4 		$5.63M Sell
42,489
-828
-2% -$121K 0.52% 56
2022
Q3 		$6.23M Sell
43,317
-224
-0.5% -$38K 0.62% 45
2022
Q2 		$7.19M Buy
43,541
+855
+2% +$151K 0.66% 42
2022
Q1 		$9.06M Buy
42,686
+973
+2% +$209K 0.71% 37
2021
Q4 		$10.6M Buy
41,713
+432
+1% +$121K 0.82% 32
2021
Q3 		$11.2M Buy
41,281
+55
+0.1% +$14K 0.94% 25
2021
Q2 		$10.1M Buy
41,226
+5,382
+15% +$1.24M 0.8% 32
2021
Q1 		$7.59M Buy
+35,844
New +$7.98M 0.65% 40
2019
Q2 		– Sell
-10,400
Closed -$1.65M – 386
2019
Q1 		$1.65M Buy
+10,400
New +$1.61M 0.19% 127
2017
Q4 		– Sell
-10,046
Closed -$938K – 411
2017
Q3 		$938K Buy
+10,046
New +$924K 0.11% 203

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's CRM Position: Q2 2026 in Review

Rothschild Investment LLC increased its Salesforce (CRM) stake by 40% in Q2 2026, buying an estimated $344K and bringing the position to 6,895 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #394.

Rothschild Investment LLC first reported a position in CRM in Q3 2017 and has held it in 24 quarters since. The position peaked at $13.5M in Q1 2024. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Rothschild Investment LLC held 6,895 shares of Salesforce worth $1.08M as of Q2 2026.
  • Rothschild Investment LLC bought 1,959 Salesforce shares in Q2 2026, an estimated $344K.
  • Salesforce made up 0.04% of Rothschild Investment LLC's portfolio in Q2 2026, its #394 holding.
  • Rothschild Investment LLC first reported a position in Salesforce in Q3 2017 and has held it in 24 quarters since.
  • Rothschild Investment LLC's Salesforce position peaked at $13.5M in Q1 2024.
  • 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.