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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 		– 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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cardiff Park Advisors's CRM Position: Q2 2026 in Review

Cardiff Park Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,124 shares — an estimated $210K sold.

Cardiff Park Advisors first reported a position in CRM in Q4 2021 and held it in 14 quarters. The position peaked at $2.39M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Cardiff Park Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Cardiff Park Advisors sold 1,124 Salesforce shares in Q2 2026, an estimated $210K.
  • Cardiff Park Advisors first reported a position in Salesforce in Q4 2021 and held it in 14 quarters.
  • Cardiff Park Advisors's Salesforce position peaked at $2.39M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.