Goldstein Advisors’s Salesforce CRM Stock Holding History

Goldstein 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 Q3	$266K	Buy	+1,158	New	+$239K	0.02%	199

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Goldstein Advisors's CRM Position: Q3 2026 in Review

Goldstein Advisors opened a new position in Salesforce (CRM) in Q3 2026: 1,158 shares worth $266K. The stake represents 0.02% of the portfolio and ranks #199 among its holdings.

356 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Goldstein Advisors held 1,158 shares of Salesforce worth $266K as of Q3 2026.
Salesforce was a new Goldstein Advisors position in Q3 2026.
Salesforce made up 0.02% of Goldstein Advisors's portfolio in Q3 2026, its #199 holding.
356 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Goldstein Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.