GuoLine Advisory’s Salesforce CRM Stock Holding History

GuoLine Advisory’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	–	Sell	-117,890	Closed	-$22M	–	25
2026 Q1	$22M	Hold	117,890	–	–	2.3%	17
2025 Q4	$31.2M	Hold	117,890	–	–	2.87%	15
2025 Q3	$27.9M	Hold	117,890	–	–	2.78%	16
2025 Q2	$32.1M	Hold	117,890	–	–	3.41%	13
2025 Q1	$31.6M	Hold	117,890	–	–	3.35%	15
2024 Q4	$39.4M	Hold	117,890	–	–	4.07%	10
2024 Q3	$32.3M	Hold	117,890	–	–	3.29%	19
2024 Q2	$30.3M	Buy	117,890 +76,390	+184%	+$20.4M	3.23%	19
2024 Q1	$12.5M	Buy	+41,500	New	+$12M	1.52%	19

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GuoLine Advisory's CRM Position: Q2 2026 in Review

GuoLine Advisory sold out of Salesforce (CRM) in Q2 2026, closing a stake of 117,890 shares — an estimated $22M sold.

GuoLine Advisory first reported a position in CRM in Q1 2024 and held it in 9 quarters. The position peaked at $39.4M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

GuoLine Advisory reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
GuoLine Advisory sold 117,890 Salesforce shares in Q2 2026, an estimated $22M.
GuoLine Advisory first reported a position in Salesforce in Q1 2024 and held it in 9 quarters.
GuoLine Advisory's Salesforce position peaked at $39.4M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GuoLine Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.