Root Financial Partners, LLC
- SEC CIK
- 0001977181
- Latest filing
- Jul 29, 2026
CRM holding history
Salesforce, Inc. in every 13F filed by Root Financial Partners, 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 (Q2 2026)
- 2,269
- Value
- $355.4K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,269 | $355.4K | <0.1% | −1,273−35.9% | Reduced | Holders |
| Q1 2026 | 3,542 | $661.2K | <0.1% | +480+15.7% | Added | Holders |
| Q4 2025 | 3,062 | $811.1K | <0.1% | +437+16.6% | Added | Holders |
| Q3 2025 | 2,625 | $622.1K | <0.1% | −661−20.1% | Reduced | Holders |
| Q2 2025 | 3,286 | $895.9K | 0.1% | +697+26.9% | Added | Holders |
| Q1 2025 | 2,589 | $694.7K | 0.1% | +254+10.9% | Added | Holders |
| Q4 2024 | 2,335 | $780.6K | 0.1% | +401+20.7% | Added | Holders |
| Q3 2024 | 1,934 | $529.4K | 0.1% | +150+8.4% | Added | Holders |
| Q2 2024 | 1,784 | $458.7K | 0.1% | +1,784 | New | Holders |