Golden State Equity Partners’s Salesforce CRM Stock Holding History

Golden State Equity Partners’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	$3.64M	Sell	19,518 -1,167	-6%	-$242K	0.28%	74
2025 Q4	$5.48M	Sell	20,685 -314	-1%	-$78K	0.88%	16
2025 Q3	$4.98M	Sell	20,999 -1,529	-7%	-$386K	0.84%	18
2025 Q2	$6.14M	Buy	22,528 +1,668	+8%	+$446K	1.14%	13
2025 Q1	$5.6M	Buy	20,860 +78	+0.4%	+$24.3K	1.11%	10
2024 Q4	$6.95M	Buy	20,782 +18,670	+884%	+$5.96M	1.33%	10
2024 Q3	$578K	Sell	2,112 -20,026	-90%	-$5.13M	0.3%	66
2024 Q2	$5.69M	Buy	+22,138	New	+$5.92M	1.19%	11
2023 Q4	$5.78M	Sell	21,962 -203	-0.9%	-$45.9K	1.4%	8
2023 Q3	$4.49M	Buy	22,165 +166	+0.8%	+$35.9K	1.25%	14
2023 Q2	$4.65M	Buy	21,999 +20,621	+1,496%	+$4.21M	1.31%	9
2023 Q1	$275K	Buy	+1,378	New	+$233K	0.15%	161
2022 Q1	$425K	Buy	2,004 +668	+50%	+$144K	0.21%	117
2021 Q4	$340K	Sell	1,336 -560	-30%	-$157K	0.17%	113
2021 Q3	$515K	Buy	+1,896	New	+$482K	0.21%	115

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Golden State Equity Partners's CRM Position: Q1 2026 in Review

Golden State Equity Partners reduced its Salesforce (CRM) stake by 5.6% in Q1 2026, selling an estimated $242K and leaving 19,518 shares worth $3.64M. The position accounts for 0.28% of the portfolio, ranked #74.

Golden State Equity Partners first reported a position in CRM in Q3 2021 and has held it in 15 quarters since. The position peaked at $6.95M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Golden State Equity Partners held 19,518 shares of Salesforce worth $3.64M as of Q1 2026.
Golden State Equity Partners sold 1,167 Salesforce shares in Q1 2026, an estimated $242K.
Salesforce made up 0.28% of Golden State Equity Partners's portfolio in Q1 2026, its #74 holding.
Golden State Equity Partners first reported a position in Salesforce in Q3 2021 and has held it in 15 quarters since.
Golden State Equity Partners's Salesforce position peaked at $6.95M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.