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Guardian Capital Advisors (Canada)’s Salesforce CRM Stock Holding History

Guardian Capital Advisors (Canada)’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
2024
Q3 		– Sell
-1,230
Closed -$311K – 170
2024
Q2 		$311K Sell
1,230
-1,800
-59% -$482K 0.03% 151
2024
Q1 		$837K Sell
3,030
-612
-17% -$177K 0.09% 110
2023
Q4 		$950K Buy
+3,642
New +$824K 0.1% 111
2022
Q3 		– Sell
-5,492
Closed -$884K – 159
2022
Q2 		$884K Sell
5,492
-5,641
-51% -$997K 0.1% 100
2022
Q1 		$2.17M Buy
11,133
+1,831
+20% +$394K 0.21% 78
2021
Q4 		$2.21M Buy
9,302
+50
+0.5% +$14K 0.21% 79
2021
Q3 		$2.51M Buy
9,252
+490
+6% +$124K 0.26% 74
2021
Q2 		$2.17M Buy
8,762
+670
+8% +$154K 0.22% 76
2021
Q1 		$1.84M Buy
8,092
+3,487
+76% +$776K 0.21% 79
2020
Q4 		$1.02M Buy
4,605
+2,125
+86% +$517K 0.14% 93
2020
Q3 		$649K Buy
+2,480
New +$543K 0.1% 98
2019
Q3 		– Sell
-1,530
Closed -$238K – 161
2019
Q2 		$238K Hold
1,530
– – 0.03% 149
2019
Q1 		$239K Buy
+1,530
New +$237K 0.03% 144

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s CRM Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,230 shares — an estimated $311K sold.

Guardian Capital Advisors (Canada) first reported a position in CRM in Q1 2019 and held it in 13 quarters. The position peaked at $2.51M in Q3 2021. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Guardian Capital Advisors (Canada) reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Guardian Capital Advisors (Canada) sold 1,230 Salesforce shares in Q3 2024, an estimated $311K.
  • Guardian Capital Advisors (Canada) first reported a position in Salesforce in Q1 2019 and held it in 13 quarters.
  • Guardian Capital Advisors (Canada)'s Salesforce position peaked at $2.51M in Q3 2021.
  • 2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.