Garner Asset Management Corp’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-944
Closed -$250K 201
2025
Q4
$250K Hold
944
0.1% 148
2025
Q3
$224K Hold
944
0.09% 145
2025
Q2
$257K Hold
944
0.12% 135
2025
Q1
$253K Hold
944
0.11% 144
2024
Q4
$316K Hold
944
0.14% 126
2024
Q3
$258K Hold
944
0.11% 137
2024
Q2
$243K Hold
944
0.11% 137
2024
Q1
$284K Hold
944
0.14% 131
2023
Q4
$275K Buy
+944
New +$214K 0.13% 123
2023
Q2
Sell
-2,144
Closed -$428K 154
2023
Q1
$428K Buy
2,144
+100
+5% +$16.9K 0.2% 121
2022
Q4
$271K Hold
2,044
0.13% 137
2022
Q3
$294K Sell
2,044
-360
-15% -$61K 0.15% 134
2022
Q2
$397K Buy
2,404
+365
+18% +$64.5K 0.17% 136
2022
Q1
$433K Buy
2,039
+70
+4% +$15.1K 0.17% 136
2021
Q4
$500K Buy
1,969
+10
+0.5% +$2.81K 0.2% 124
2021
Q3
$531K Hold
1,959
0.24% 116
2021
Q2
$479K Sell
1,959
-30
-2% -$6.91K 0.22% 117
2021
Q1
$421K Sell
1,989
-60
-3% -$13.4K 0.21% 120
2020
Q4
$456K Hold
2,049
0.25% 114
2020
Q3
$515K Hold
2,049
0.34% 95
2020
Q2
$384K Buy
2,049
+73
+4% +$12.3K 0.29% 109
2020
Q1
$285K Buy
1,976
+102
+5% +$17.5K 0.26% 108
2019
Q4
$305K Buy
1,874
+135
+8% +$21.2K 0.21% 116
2019
Q3
$258K Buy
+1,739
New +$264K 0.19% 121

Other funds holding CRM

Garner Asset Management Corp's CRM Position: Q1 2026 in Review

Garner Asset Management Corp sold out of Salesforce (CRM) in Q1 2026, closing a stake of 944 shares — an estimated $250K sold.

Garner Asset Management Corp first reported a position in CRM in Q3 2019 and held it in 24 quarters. The position peaked at $531K in Q3 2021. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Garner Asset Management Corp reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Garner Asset Management Corp sold 944 Salesforce shares in Q1 2026, an estimated $250K.
  • Garner Asset Management Corp first reported a position in Salesforce in Q3 2019 and held it in 24 quarters.
  • Garner Asset Management Corp's Salesforce position peaked at $531K in Q3 2021.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Garner Asset Management Corp's 13F filing for Q1 2026, filed 29 Apr 2026.