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	–	Sell	-6,100	Closed	-$1.62M	–	379
2025 Q4	$1.62M	Hold	6,100	–	–	0.13%	84
2025 Q3	$1.45M	Hold	6,100	–	–	0.11%	95
2025 Q2	$1.66M	Hold	6,100	–	–	0.14%	78
2025 Q1	$1.64M	Hold	6,100	–	–	0.16%	72
2024 Q4	$2.04M	Buy	6,100 +2,000	+49%	+$638K	0.19%	64
2024 Q3	$1.12M	Buy	4,100 +2,100	+105%	+$538K	0.1%	96
2024 Q2	$514K	Hold	2,000	–	–	0.05%	155
2024 Q1	$602K	Hold	2,000	–	–	0.06%	147
2023 Q4	$526K	Buy	+2,000	New	+$453K	0.06%	149

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.