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
2021
Q1 		– Sell
-1,000
Closed -$223K – 311
2020
Q4 		$223K Buy
+1,000
New +$243K 0.02% 239

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

Shufro Rose & Co's CRM Position: Q1 2026 in Review

Shufro Rose & Co reduced its Salesforce (CRM) stake by 4.7% in Q1 2026, selling an estimated $478K and leaving 46,621 shares worth $8.7M. The position accounts for 0.59% of the portfolio, ranked #37.

Shufro Rose & Co first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $17.6M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Shufro Rose & Co held 46,621 shares of Salesforce worth $8.7M as of Q1 2026.
  • Shufro Rose & Co sold 2,308 Salesforce shares in Q1 2026, an estimated $478K.
  • Salesforce made up 0.59% of Shufro Rose & Co's portfolio in Q1 2026, its #37 holding.
  • Shufro Rose & Co first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Shufro Rose & Co's Salesforce position peaked at $17.6M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.