Guardian Partners’s Salesforce CRM Stock Holding History

Guardian Partners’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guardian Partners's CRM Position: Q3 2025 in Review

Guardian Partners sold out of Salesforce (CRM) in Q3 2025, closing a stake of 3,705 shares — an estimated $1M sold.

Guardian Partners first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $1M in Q2 2025. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

Guardian Partners reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
Guardian Partners sold 3,705 Salesforce shares in Q3 2025, an estimated $1M.
Guardian Partners first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
Guardian Partners's Salesforce position peaked at $1M in Q2 2025.
2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Guardian Partners's 13F filing for Q3 2025, filed 13 Nov 2025.