Tower Bridge Advisors
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Tower Bridge Advisors’s Salesforce CRM Stock Holding History

Tower Bridge 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
Q3 		$1.14M Hold
4,972
– – 0.1% 122
2026
Q2 		$779K Buy
+4,972
New +$874K 0.07% 144
2022
Q1 		– Sell
-872
Closed -$222K – 261
2021
Q4 		$222K Sell
872
-61
-7% -$17.1K 0.01% 246
2021
Q3 		$253K Hold
933
– – 0.02% 230
2021
Q2 		$228K Buy
+933
New +$215K 0.02% 229
2020
Q4 		– Sell
-973
Closed -$245K – 230
2020
Q3 		$245K Buy
+973
New +$213K 0.02% 173

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Tower Bridge Advisors's CRM Position: Q3 2026 in Review

Tower Bridge Advisors held its Salesforce (CRM) position steady in Q3 2026 at 4,972 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #122.

Tower Bridge Advisors first reported a position in CRM in Q3 2020 and has held it in 6 quarters since. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Tower Bridge Advisors held 4,972 shares of Salesforce worth $1.14M as of Q3 2026.
  • Tower Bridge Advisors left its Salesforce share count unchanged in Q3 2026.
  • Salesforce made up 0.1% of Tower Bridge Advisors's portfolio in Q3 2026, its #122 holding.
  • Tower Bridge Advisors first reported a position in Salesforce in Q3 2020 and has held it in 6 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Tower Bridge Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.