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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
Q2 		$4.23K Sell
27
-19,491
-100% -$3.43M 0.01% 259
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 Sell
20,782
-1,411
-6% -$450K 1.33% 10
2024
Q3 		$6.07M Buy
22,193
+55
+0.2% +$14.1K 0.95% 19
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
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

Golden State Equity Partners's CRM Position: Q2 2026 in Review

Golden State Equity Partners reduced its Salesforce (CRM) stake by 100% in Q2 2026, selling an estimated $3.43M and leaving 27 shares worth $4.23K. The position accounts for 0.01% of the portfolio, ranked #259.

Golden State Equity Partners first reported a position in CRM in Q3 2021 and has held it in 16 quarters since. The position peaked at $6.95M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Golden State Equity Partners held 27 shares of Salesforce worth $4.23K as of Q2 2026.
  • Golden State Equity Partners sold 19,491 Salesforce shares in Q2 2026, an estimated $3.43M.
  • Salesforce made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #259 holding.
  • Golden State Equity Partners first reported a position in Salesforce in Q3 2021 and has held it in 16 quarters since.
  • Golden State Equity Partners's Salesforce position peaked at $6.95M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.