Guardian Asset Advisors’s Salesforce CRM Stock Holding History

Guardian Asset 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 Q2	–	Sell	-1,727	Closed	-$323K	–	126
2026 Q1	$323K	Buy	1,727 +122	+8%	+$25.3K	0.19%	82
2025 Q4	$426K	Sell	1,605 -319	-17%	-$79.3K	0.22%	71
2025 Q3	$457K	Buy	1,924 +1	+0.1%	+$252	0.25%	68
2025 Q2	$525K	Buy	1,923 +124	+7%	+$33.2K	0.3%	62
2025 Q1	$483K	Buy	1,799 +195	+12%	+$60.6K	0.32%	60
2024 Q4	$537K	Buy	1,604 +114	+8%	+$36.4K	0.34%	51
2024 Q3	$408K	Buy	+1,490	New	+$382K	0.28%	68

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Guardian Asset Advisors's CRM Position: Q2 2026 in Review

Guardian Asset Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,727 shares — an estimated $323K sold.

Guardian Asset Advisors first reported a position in CRM in Q3 2024 and held it in 7 quarters. The position peaked at $537K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Guardian Asset Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Guardian Asset Advisors sold 1,727 Salesforce shares in Q2 2026, an estimated $323K.
Guardian Asset Advisors first reported a position in Salesforce in Q3 2024 and held it in 7 quarters.
Guardian Asset Advisors's Salesforce position peaked at $537K in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.