Garda Capital Partners’s Salesforce CRM Stock Holding History

Garda Capital Partners’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
2025 Q2	–	Sell	-34,400	Closed	-$9.23M	–	570
2025 Q1	$9.23M	Buy	34,400 +6,000	+21%	+$1.87M	0.23%	121
2024 Q4	$9.49M	Sell	28,400 -24,300	-46%	-$7.76M	0.68%	40
2024 Q3	$14.4M	Buy	52,700 +17,100	+48%	+$4.38M	0.41%	62
2024 Q2	$9.15M	Buy	+35,600	New	+$9.53M	0.32%	97
2024 Q1	–	Sell	-2,500	Closed	-$658K	–	416
2023 Q4	$658K	Sell	2,500 -16,500	-87%	-$3.73M	0.06%	301
2023 Q3	$3.85M	Sell	19,000 -15,600	-45%	-$3.37M	0.18%	112
2023 Q2	$7.31M	Sell	34,600 -22,000	-39%	-$4.49M	0.41%	55
2023 Q1	$11.3M	Buy	56,600 +35,600	+170%	+$6.01M	0.56%	34
2022 Q4	$2.78M	Buy	+21,000	New	+$3.06M	0.15%	179

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garda Capital Partners's CRM Position: Q2 2025 in Review

Garda Capital Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 2,387 shares — an estimated $641K sold.

Garda Capital Partners first reported a position in CRM in Q3 2023 and held it in 3 quarters. The position peaked at $1.09M in Q3 2023. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Garda Capital Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Garda Capital Partners sold 2,387 Salesforce shares in Q2 2025, an estimated $641K.
Garda Capital Partners first reported a position in Salesforce in Q3 2023 and held it in 3 quarters.
Garda Capital Partners's Salesforce position peaked at $1.09M in Q3 2023.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Garda Capital Partners's 13F filing for Q2 2025, filed 7 Aug 2025.