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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
Q1 		$93.3K Sell
500
-1,500
-75% -$311K 0.02% 318
2025
Q4 		$530K Hold
2,000
– – 0.12% 149
2025
Q3 		$474K Buy
2,000
+500
+33% +$126K 0.11% 161
2025
Q2 		$409K Buy
+1,500
New +$401K 0.1% 177

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Garden State Investment Advisory Services's CRM Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Salesforce (CRM) stake by 11% in Q1 2026, selling an estimated $52.2K and leaving 2,042 shares worth $382K. The position accounts for 0.08% of the portfolio, ranked #194.

Garden State Investment Advisory Services first reported a position in CRM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.11M in Q4 2024. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Garden State Investment Advisory Services held 2,042 shares of Salesforce worth $382K as of Q1 2026.
  • Garden State Investment Advisory Services sold 252 Salesforce shares in Q1 2026, an estimated $52.2K.
  • Salesforce made up 0.08% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #194 holding.
  • Garden State Investment Advisory Services first reported a position in Salesforce in Q4 2022 and has held it in 14 quarters since.
  • Garden State Investment Advisory Services's Salesforce position peaked at $1.11M in Q4 2024.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.