D.B. Root & Company, LLC
- SEC CIK
- 0001731717
- Latest filing
- Aug 13, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by D.B. Root & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRM overviewAll 13F holders of CRMFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −1,201−100.0% | Sold out | Holders |
| Q2 2025 | 1,201 | $327.5K | 0.1% | +1,201 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −653−100.0% | Sold out | Holders |
| Q4 2024 | 653 | $218.3K | 0.1% | +653 | New | Holders |
| Q3 2024 | 0 | $0 | 0.0% | −918−100.0% | Sold out | Holders |
| Q2 2024 | 918 | $236.0K | 0.1% | +228+33.0% | Added | Holders |
| Q1 2024 | 690 | $207.8K | 0.1% | −573−45.4% | Reduced | Holders |
| Q4 2023 | 1,263 | $332.3K | 0.1% | −672−34.7% | Reduced | Holders |
| Q3 2023 | 1,935 | $392.4K | 0.2% | −31−1.6% | Reduced | Holders |
| Q2 2023 | 1,966 | $415.3K | 0.2% | +64+3.4% | Added | Holders |
| Q1 2023 | 1,902 | $380.0K | 0.1% | −1,063−35.9% | Reduced | Holders |
| Q4 2022 | 2,965 | $393.1K | 0.2% | −283−8.7% | Reduced | Holders |
| Q3 2022 | 3,248 | $467.0K | 0.2% | −73−2.2% | Reduced | Holders |
| Q2 2022 | 3,321 | $548.0K | 0.2% | +394+13.5% | Added | Holders |
| Q1 2022 | 2,927 | $621.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,927 | $743.0K | 0.3% | −3−0.1% | Reduced | Holders |
| Q3 2021 | 2,930 | $794.0K | 0.3% | +785+36.6% | Added | Holders |
| Q2 2021 | 2,145 | $523.0K | 0.2% | +2,145 | New | Holders |