Guardian Partners’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.8K Buy
+75
New +$13.2K ﹤0.01% 338
2025
Q3
Sell
-3,705
Closed -$1M 180
2025
Q2
$1M Buy
+3,705
New +$991K 0.09% 116
2025
Q1
Sell
-705
Closed -$230K 170
2024
Q4
$230K Buy
+705
New +$225K 0.02% 157

Other funds holding CRM

Guardian Partners's CRM Position: Q2 2026 in Review

Guardian Partners opened a new position in Salesforce (CRM) in Q2 2026: 75 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Guardian Partners previously reported a position in CRM as recently as Q2 2025.

Guardian Partners first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $1M in Q2 2025. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Guardian Partners held 75 shares of Salesforce worth $11.8K as of Q2 2026.
  • Salesforce was a new Guardian Partners position in Q2 2026.
  • Salesforce made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #338 holding.
  • Guardian Partners first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • Guardian Partners's Salesforce position peaked at $1M in Q2 2025.
  • 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.