Guerra Pan Advisors’s Salesforce CRM Stock Holding History

Guerra Pan 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
2026 Q1	$1.06M	Sell	5,654 -25	-0.4%	-$5.18K	0.65%	37
2025 Q4	$1.5M	Sell	5,679 -99	-2%	-$24.6K	0.89%	29
2025 Q3	$1.37M	Sell	5,778 -71	-1%	-$17.9K	0.83%	32
2025 Q2	$1.59M	Buy	5,849 +400	+7%	+$107K	1.05%	27
2025 Q1	$1.46M	Sell	5,449 -4	-0.1%	-$1.24K	1.15%	26
2024 Q4	$1.82M	Hold	5,453	–	–	1.32%	25
2024 Q3	$1.49M	Hold	5,453	–	–	1.19%	28
2024 Q2	$1.4M	Buy	5,453 +975	+22%	+$261K	1.17%	29
2024 Q1	$1.35M	Sell	4,478 -570	-11%	-$164K	1.25%	27
2023 Q4	$1.33M	Buy	5,048 +2	+0%	+$453	1.27%	24
2023 Q3	$1.02M	Hold	5,046	–	–	1.18%	30
2023 Q2	$1.07M	Buy	5,046 +7	+0.1%	+$1.43K	1.18%	24
2023 Q1	$1.01M	Sell	5,039 -280	-5%	-$47.3K	1.26%	23
2022 Q4	$705K	Sell	5,319 -470	-8%	-$68.6K	0.96%	37
2022 Q3	$870K	Hold	5,789	–	–	1.27%	25
2022 Q2	$1.06M	Hold	5,789	–	–	1.32%	21
2022 Q1	$1.01M	Sell	5,789 -33	-0.6%	-$7.1K	1.22%	26
2021 Q4	$1.48M	Buy	+5,822	New	+$1.64M	1.47%	19

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Guerra Pan Advisors's CRM Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Salesforce (CRM) stake by 0.44% in Q1 2026, selling an estimated $5.18K and leaving 5,654 shares worth $1.06M. The position accounts for 0.65% of the portfolio, ranked #37.

Guerra Pan Advisors first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Guerra Pan Advisors held 5,654 shares of Salesforce worth $1.06M as of Q1 2026.
Guerra Pan Advisors sold 25 Salesforce shares in Q1 2026, an estimated $5.18K.
Salesforce made up 0.65% of Guerra Pan Advisors's portfolio in Q1 2026, its #37 holding.
Guerra Pan Advisors first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's Salesforce position peaked at $1.82M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.