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Garde Capital’s Salesforce CRM Stock Holding History

Garde Capital’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
-5,700
Closed -$1.51M – 206
2025
Q4 		$1.51M Sell
5,700
-2,600
-31% -$646K 0.09% 91
2025
Q3 		$1.97M Buy
+8,300
New +$2.09M 0.1% 87
2025
Q2 		– Hold
0
– – – 80
2025
Q1 		– Hold
0
– – – 93

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

Garde Capital's CRM Position: Q2 2026 in Review

Garde Capital reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $426K and leaving 4,398 shares worth $689K. The position accounts for 0.03% of the portfolio, ranked #140.

Garde Capital first reported a position in CRM in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.99M in Q3 2021. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Garde Capital held 4,398 shares of Salesforce worth $689K as of Q2 2026.
  • Garde Capital sold 2,422 Salesforce shares in Q2 2026, an estimated $426K.
  • Salesforce made up 0.03% of Garde Capital's portfolio in Q2 2026, its #140 holding.
  • Garde Capital first reported a position in Salesforce in Q3 2019 and has held it in 28 quarters since.
  • Garde Capital's Salesforce position peaked at $6.99M in Q3 2021.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.