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Guardian Wealth Advisors (North Carolina)’s Salesforce CRM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$691K Buy
4,412
+317
+8% +$55.7K 0.04% 195
2026
Q1 		$764K Sell
4,095
-557
-12% -$115K 0.05% 170
2025
Q4 		$1.23M Buy
4,652
+275
+6% +$68.3K 0.08% 134
2025
Q3 		$1.04M Sell
4,377
-220
-5% -$55.5K 0.07% 147
2025
Q2 		$1.25M Sell
4,597
-140
-3% -$37.4K 0.09% 117
2025
Q1 		$1.27M Buy
4,737
+73
+2% +$22.7K 0.1% 110
2024
Q4 		$1.56M Buy
4,664
+2,836
+155% +$905K 0.12% 104
2024
Q3 		$500K Sell
1,828
-58
-3% -$14.9K 0.05% 165
2024
Q2 		$485K Buy
1,886
+5
+0.3% +$1.34K 0.06% 161
2024
Q1 		$567K Buy
1,881
+177
+10% +$51.1K 0.07% 139
2023
Q4 		$448K Sell
1,704
-117
-6% -$26.5K 0.07% 143
2023
Q3 		$369K Buy
1,821
+767
+73% +$166K 0.06% 155
2023
Q2 		$223K Buy
+1,054
New +$215K 0.04% 211
2022
Q4 		– Sell
-1,701
Closed -$245K – 385
2022
Q3 		$245K Buy
+1,701
New +$288K 0.05% 161
2022
Q2 		– Sell
-1,529
Closed -$325K – 350
2022
Q1 		$325K Buy
1,529
+412
+37% +$88.7K 0.14% 114
2021
Q4 		$284K Buy
+1,117
New +$314K 0.12% 126

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CRM Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Salesforce (CRM) stake by 7.7% in Q2 2026, buying an estimated $55.7K and bringing the position to 4,412 shares worth $691K. The position accounts for 0.04% of the portfolio, ranked #195.

Guardian Wealth Advisors (North Carolina) first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.56M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,412 shares of Salesforce worth $691K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 317 Salesforce shares in Q2 2026, an estimated $55.7K.
  • Salesforce made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #195 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Salesforce position peaked at $1.56M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.