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 Q2	$810K	Sell	5,172 -482	-9%	-$84.8K	0.45%	46
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Guerra Pan Advisors's CRM Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Salesforce (CRM) stake by 8.5% in Q2 2026, selling an estimated $84.8K and leaving 5,172 shares worth $810K. The position accounts for 0.45% of the portfolio, ranked #46.

Guerra Pan Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.82M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Guerra Pan Advisors held 5,172 shares of Salesforce worth $810K as of Q2 2026.
Guerra Pan Advisors sold 482 Salesforce shares in Q2 2026, an estimated $84.8K.
Salesforce made up 0.45% of Guerra Pan Advisors's portfolio in Q2 2026, its #46 holding.
Guerra Pan Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
Guerra Pan Advisors's Salesforce position peaked at $1.82M in Q4 2024.
2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.