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Round Rock Advisors’s Salesforce CRM Stock Holding History

Round Rock Advisors’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 		– Sell
-1,517
Closed -$402K – 329
2025
Q4 		$402K Buy
+1,517
New +$377K 0.06% 226
2025
Q3 		– Sell
-798
Closed -$218K – 341
2025
Q2 		$218K Sell
798
-17
-2% -$4.54K 0.04% 201
2025
Q1 		$219K Sell
815
-583
-42% -$181K 0.04% 197
2024
Q4 		$467K Buy
1,398
+276
+25% +$88.1K 0.1% 132
2024
Q3 		$307K Buy
1,122
+342
+44% +$87.6K 0.07% 144
2024
Q2 		$201K Sell
780
-57
-7% -$15.3K 0.05% 175
2024
Q1 		$252K Buy
+837
New +$242K 0.06% 167
2021
Q2 		– Sell
-967
Closed -$205K – 69
2021
Q1 		$205K Buy
+967
New +$215K 0.16% 64

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

Round Rock Advisors's CRM Position: Q1 2026 in Review

Round Rock Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,517 shares — an estimated $402K sold.

Round Rock Advisors first reported a position in CRM in Q1 2021 and held it in 8 quarters. The position peaked at $467K in Q4 2024. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Round Rock Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Round Rock Advisors sold 1,517 Salesforce shares in Q1 2026, an estimated $402K.
  • Round Rock Advisors first reported a position in Salesforce in Q1 2021 and held it in 8 quarters.
  • Round Rock Advisors's Salesforce position peaked at $467K in Q4 2024.
  • 2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.