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Cardiff Park Advisors’s Salesforce CRM Stock Holding History

Cardiff Park Advisors’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
Q1 		$210K Sell
1,124
-6,310
-85% -$1.31M 0.02% 277
2025
Q4 		$1.97M Sell
7,434
-8
-0.1% -$1.99K 0.16% 75
2025
Q3 		$1.76M Buy
7,442
+18
+0.2% +$4.54K 0.14% 84
2025
Q2 		$2.02M Buy
7,424
+1
+0% +$267 0.17% 69
2025
Q1 		$1.99M Buy
7,423
+289
+4% +$89.9K 0.19% 67
2024
Q4 		$2.39M Hold
7,134
– – 0.23% 59
2024
Q3 		$1.95M Sell
7,134
-530
-7% -$136K 0.17% 67
2024
Q2 		$1.97M Buy
7,664
+22
+0.3% +$5.89K 0.19% 66
2024
Q1 		$2.3M Hold
7,642
– – 0.22% 64
2023
Q4 		$2.01M Buy
7,642
+443
+6% +$100K 0.22% 59
2023
Q3 		$1.46M Buy
+7,199
New +$1.56M 0.18% 64
2022
Q3 		– Sell
-1,616
Closed -$267K – 321
2022
Q2 		$267K Sell
1,616
-134
-8% -$23.7K 0.04% 203
2022
Q1 		$372K Buy
1,750
+83
+5% +$17.9K 0.05% 170
2021
Q4 		$424K Buy
+1,667
New +$468K 0.06% 157

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

Cardiff Park Advisors's CRM Position: Q1 2026 in Review

Cardiff Park Advisors reduced its Salesforce (CRM) stake by 85% in Q1 2026, selling an estimated $1.31M and leaving 1,124 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #277.

Cardiff Park Advisors first reported a position in CRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.39M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cardiff Park Advisors held 1,124 shares of Salesforce worth $210K as of Q1 2026.
  • Cardiff Park Advisors sold 6,310 Salesforce shares in Q1 2026, an estimated $1.31M.
  • Salesforce made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #277 holding.
  • Cardiff Park Advisors first reported a position in Salesforce in Q4 2021 and has held it in 14 quarters since.
  • Cardiff Park Advisors's Salesforce position peaked at $2.39M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.