Granite FO LLC’s Salesforce CRM Stock Holding History

Granite FO LLC’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	$3.21K	Hold	14	–	–	﹤0.01%	125
2026 Q2	$2.19K	Hold	14	–	–	﹤0.01%	140
2026 Q1	$2.61K	Hold	14	–	–	﹤0.01%	132
2025 Q4	$3.71K	Sell	14 -89	-86%	-$22.1K	﹤0.01%	122
2025 Q3	$24.4K	Hold	103	–	–	0.01%	102
2025 Q2	$28.1K	Hold	103	–	–	0.02%	98
2025 Q1	$27.6K	Hold	103	–	–	0.02%	97
2024 Q4	$34.4K	Hold	103	–	–	0.02%	92
2024 Q3	$28.2K	Buy	+103	New	+$26.4K	0.02%	99
2024 Q2	–	Sell	-103	Closed	-$26.7K	–	88
2024 Q1	$26.7K	Buy	103 +14	+16%	+$4.04K	0.02%	104
2023 Q4	$23.4K	Hold	89	–	–	0.02%	122
2023 Q3	$18K	Hold	89	–	–	0.01%	132
2023 Q2	$18.8K	Hold	89	–	–	0.01%	138
2023 Q1	$17.7K	Hold	89	–	–	0.01%	186
2022 Q4	$14.3K	Buy	+89	New	+$13K	0.01%	120

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Granite FO LLC's CRM Position: Q3 2026 in Review

Granite FO LLC held its Salesforce (CRM) position steady in Q3 2026 at 14 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #125.

Granite FO LLC first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.4K in Q4 2024. 1,616 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Granite FO LLC held 14 shares of Salesforce worth $3.21K as of Q3 2026.
Granite FO LLC left its Salesforce share count unchanged in Q3 2026.
Salesforce made up ﹤0.01% of Granite FO LLC's portfolio in Q3 2026, its #125 holding.
Granite FO LLC first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
Granite FO LLC's Salesforce position peaked at $34.4K in Q4 2024.
1,616 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Granite FO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.