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Iron Gate Global Advisors’s Salesforce CRM Stock Holding History

Iron Gate Global 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 		– Sell
-1,353
Closed -$358K – 107
2025
Q4 		$358K Buy
1,353
+48
+4% +$11.9K 0.04% 69
2025
Q3 		$309K Buy
1,305
+355
+37% +$89.5K 0.03% 78
2025
Q2 		$259K Sell
950
-759
-44% -$203K 0.03% 71
2025
Q1 		$459K Sell
1,709
-118
-6% -$36.7K 0.06% 54
2024
Q4 		$611K Sell
1,827
-89
-5% -$28.4K 0.09% 53
2024
Q3 		$524K Sell
1,916
-7
-0.4% -$1.79K 0.08% 47
2024
Q2 		$494K Sell
1,923
-4
-0.2% -$1.07K 0.08% 53
2024
Q1 		$581K Sell
1,927
-95
-5% -$27.4K 0.1% 54
2023
Q4 		$532K Sell
2,022
-10
-0.5% -$2.26K 0.11% 53
2023
Q3 		$413K Sell
2,032
-61
-3% -$13.2K 0.09% 54
2023
Q2 		$442K Sell
2,093
-41
-2% -$8.37K 0.1% 55
2023
Q1 		$426K Sell
2,134
-129
-6% -$21.8K 0.11% 54
2022
Q4 		$300K Sell
2,263
-1,196
-35% -$175K 0.08% 65
2022
Q3 		$504K Sell
3,459
-27
-0.8% -$4.58K 0.14% 48
2022
Q2 		$571K Buy
3,486
+498
+17% +$88K 0.16% 51
2022
Q1 		$634K Buy
2,988
+217
+8% +$46.7K 0.14% 49
2021
Q4 		$680K Buy
2,771
+212
+8% +$59.6K 0.16% 50
2021
Q3 		$695K Sell
2,559
-12
-0.5% -$3.05K 0.19% 50
2021
Q2 		$628K Buy
2,571
+1,241
+93% +$286K 0.18% 50
2021
Q1 		$281K Buy
+1,330
New +$296K 0.09% 80
2020
Q4 		– Sell
-840
Closed -$211K – 95
2020
Q3 		$211K Buy
+840
New +$184K 0.09% 87

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Iron Gate Global Advisors's CRM Position: Q1 2026 in Review

Iron Gate Global Advisors sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,353 shares — an estimated $358K sold.

Iron Gate Global Advisors first reported a position in CRM in Q3 2020 and held it in 21 quarters. The position peaked at $695K in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Iron Gate Global Advisors reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Iron Gate Global Advisors sold 1,353 Salesforce shares in Q1 2026, an estimated $358K.
  • Iron Gate Global Advisors first reported a position in Salesforce in Q3 2020 and held it in 21 quarters.
  • Iron Gate Global Advisors's Salesforce position peaked at $695K in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.