SRC
CRM icon

Shufro Rose & Co’s Salesforce CRM Stock Holding History

Shufro Rose & Co’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 		$3.81M Sell
24,290
-22,331
-48% -$3.93M 0.22% 57
2026
Q1 		$8.7M Sell
46,621
-2,308
-5% -$478K 0.59% 37
2025
Q4 		$13M Sell
48,929
-2,374
-5% -$590K 0.88% 32
2025
Q3 		$13.7M Sell
51,303
-541
-1% -$136K 1.12% 25
2025
Q2 		$13.9M Sell
51,844
-769
-1% -$206K 1.12% 25
2025
Q1 		$14.1M Sell
52,613
-151
-0.3% -$47K 1.12% 25
2024
Q4 		$17.6M Buy
52,764
+35
+0.1% +$11.2K 1.36% 25
2024
Q3 		$13.6M Hold
52,729
– – 1.1% 24
2024
Q2 		$13.6M Buy
52,729
+22,007
+72% +$5.89M 1.1% 24
2024
Q1 		$9.25M Buy
30,722
+751
+3% +$217K 0.76% 36
2023
Q4 		$6.08M Sell
29,971
-327
-1% -$74K 0.58% 42
2023
Q3 		$6.14M Sell
30,298
-7
-0% -$1.51K 0.58% 42
2023
Q2 		$6.4M Buy
30,305
+514
+2% +$105K 0.58% 41
2023
Q1 		$5.95M Buy
29,791
+854
+3% +$144K 0.55% 44
2022
Q4 		$3.84M Sell
28,937
-1,242
-4% -$181K 0.32% 59
2022
Q3 		$4.34M Buy
30,179
+533
+2% +$90.4K 0.43% 50
2022
Q2 		$4.89M Sell
29,646
-16,305
-35% -$2.88M 0.42% 53
2022
Q1 		$9.76M Sell
45,951
-814
-2% -$175K 0.75% 40
2021
Q4 		$11.9M Sell
46,765
-582
-1% -$164K 0.86% 36
2021
Q3 		$12.8M Buy
47,347
+329
+0.7% +$83.6K 1.01% 28
2021
Q2 		$11.5M Sell
47,018
-1,534
-3% -$354K 0.86% 34
2021
Q1 		$10.3M Sell
48,552
-1,235
-2% -$275K 0.82% 33
2020
Q4 		$11.1M Buy
49,787
+2,848
+6% +$693K 0.93% 33
2020
Q3 		$11.8M Sell
46,939
-1,406
-3% -$308K 1.14% 29
2020
Q2 		$9.06M Sell
48,345
-498
-1% -$83.9K 0.89% 32
2020
Q1 		$7.03M Buy
+48,843
New +$8.37M 0.84% 33

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

Shufro Rose & Co's CRM Position: Q2 2026 in Review

Shufro Rose & Co reduced its Salesforce (CRM) stake by 48% in Q2 2026, selling an estimated $3.93M and leaving 24,290 shares worth $3.81M. The position accounts for 0.22% of the portfolio, ranked #57.

Shufro Rose & Co first reported a position in CRM in Q1 2020 and has held it in 26 quarters since. The position peaked at $17.6M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Shufro Rose & Co held 24,290 shares of Salesforce worth $3.81M as of Q2 2026.
  • Shufro Rose & Co sold 22,331 Salesforce shares in Q2 2026, an estimated $3.93M.
  • Salesforce made up 0.22% of Shufro Rose & Co's portfolio in Q2 2026, its #57 holding.
  • Shufro Rose & Co first reported a position in Salesforce in Q1 2020 and has held it in 26 quarters since.
  • Shufro Rose & Co's Salesforce position peaked at $17.6M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.