SRC
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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 $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

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. 2,494 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.
  • 2,494 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.