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Guerra Advisors’s Salesforce CRM Stock Holding History

Guerra 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
2025
Q3 		$80.4K Buy
+339
New +$85.5K 0.03% 136
2025
Q1 		– Sell
-1,641
Closed -$549K – 64
2024
Q4 		$549K Buy
+1,641
New +$524K 0.3% 48

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Guerra Advisors's CRM Position: Q3 2025 in Review

Guerra Advisors opened a new position in Salesforce (CRM) in Q3 2025: 339 shares worth $80.4K. The stake represents 0.03% of the portfolio and ranks #136 among its holdings. This is a return to the name: Guerra Advisors previously reported a position in CRM as recently as Q4 2024.

Guerra Advisors first reported a position in CRM in Q4 2024 and has held it in 2 quarters since. The position peaked at $549K in Q4 2024. 2,808 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Guerra Advisors held 339 shares of Salesforce worth $80.4K as of Q3 2025.
  • Salesforce was a new Guerra Advisors position in Q3 2025.
  • Salesforce made up 0.03% of Guerra Advisors's portfolio in Q3 2025, its #136 holding.
  • Guerra Advisors first reported a position in Salesforce in Q4 2024 and has held it in 2 quarters since.
  • Guerra Advisors's Salesforce position peaked at $549K in Q4 2024.
  • 2,808 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.