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Garton & Associates Financial Advisors’s Salesforce CRM Stock Holding History

Garton & Associates Financial Advisors’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
-159
Closed -$42K – 247
2025
Q4 		$42K Buy
+159
New +$39.5K 0.02% 416

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Garton & Associates Financial Advisors's CRM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 159 shares — an estimated $42K sold.

Garton & Associates Financial Advisors first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $42K in Q4 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 159 Salesforce shares in Q1 2026, an estimated $42K.
  • Garton & Associates Financial Advisors first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Salesforce position peaked at $42K in Q4 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.