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Garden State Investment Advisory Services’s Salesforce CRM Stock Holding History

Garden State Investment Advisory Services’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
Q2 		$695K Buy
4,430
+2,388
+117% +$420K 0.13% 143
2026
Q1 		$382K Sell
2,042
-252
-11% -$52.2K 0.08% 194
2025
Q4 		$609K Sell
2,294
-867
-27% -$215K 0.13% 130
2025
Q3 		$751K Sell
3,161
-334
-10% -$84.2K 0.17% 112
2025
Q2 		$956K Buy
3,495
+135
+4% +$36.1K 0.24% 85
2025
Q1 		$903K Buy
3,360
+34
+1% +$10.6K 0.29% 75
2024
Q4 		$1.11M Buy
3,326
+52
+2% +$16.6K 0.33% 63
2024
Q3 		$898K Buy
3,274
+717
+28% +$184K 0.29% 72
2024
Q2 		$658K Buy
2,557
+216
+9% +$57.8K 0.23% 87
2024
Q1 		$707K Sell
2,341
-266
-10% -$76.8K 0.26% 83
2023
Q4 		$686K Buy
2,607
+99
+4% +$22.4K 0.27% 83
2023
Q3 		$509K Buy
2,508
+212
+9% +$45.8K 0.23% 90
2023
Q2 		$485K Buy
2,296
+47
+2% +$9.59K 0.19% 98
2023
Q1 		$449K Buy
2,249
+41
+2% +$6.92K 0.19% 98
2022
Q4 		$293K Buy
+2,208
New +$322K 0.17% 131

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

Garden State Investment Advisory Services's CRM Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Salesforce (CRM) stake by 117% in Q2 2026, buying an estimated $420K and bringing the position to 4,430 shares worth $695K. The position accounts for 0.13% of the portfolio, ranked #143.

Garden State Investment Advisory Services first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Garden State Investment Advisory Services held 4,430 shares of Salesforce worth $695K as of Q2 2026.
  • Garden State Investment Advisory Services bought 2,388 Salesforce shares in Q2 2026, an estimated $420K.
  • Salesforce made up 0.13% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #143 holding.
  • Garden State Investment Advisory Services first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
  • Garden State Investment Advisory Services's Salesforce position peaked at $1.11M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.