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James T. Borello RIA’s Salesforce CRM Stock Holding History

James T. Borello RIA’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
Q3 		$53K Sell
231
-47
-17% -$9.7K 0.01% 237
2026
Q2 		$43.6K Sell
278
-61
-18% -$10.7K 0.01% 254
2026
Q1 		$63.3K Buy
339
+139
+70% +$28.8K 0.02% 199
2025
Q4 		$53K Buy
200
+89
+80% +$22.1K 0.01% 172
2025
Q3 		$26.3K Buy
111
+104
+1,486% +$26.2K 0.01% 208
2025
Q2 		$1.91K Buy
+7
New +$1.87K ﹤0.01% 261

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

James T. Borello RIA's CRM Position: Q3 2026 in Review

James T. Borello RIA reduced its Salesforce (CRM) stake by 17% in Q3 2026, selling an estimated $9.7K and leaving 231 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #237.

James T. Borello RIA first reported a position in CRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $63.3K in Q1 2026. 405 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • James T. Borello RIA held 231 shares of Salesforce worth $53K as of Q3 2026.
  • James T. Borello RIA sold 47 Salesforce shares in Q3 2026, an estimated $9.7K.
  • Salesforce made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #237 holding.
  • James T. Borello RIA first reported a position in Salesforce in Q2 2025 and has held it in 6 quarters since.
  • James T. Borello RIA's Salesforce position peaked at $63.3K in Q1 2026.
  • 405 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.