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Aaron Wealth Advisors’s Salesforce CRM Stock Holding History

Aaron Wealth 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 		$1.35M Buy
8,616
+299
+4% +$52.6K 0.07% 186
2026
Q1 		$1.55M Sell
8,317
-3,660
-31% -$758K 0.09% 146
2025
Q4 		$3.17M Buy
11,977
+3,930
+49% +$977K 0.17% 78
2025
Q3 		$1.91M Buy
8,047
+1,374
+21% +$347K 0.11% 112
2025
Q2 		$1.82M Sell
6,673
-137
-2% -$36.6K 0.19% 70
2025
Q1 		$1.83M Buy
6,810
+442
+7% +$137K 0.21% 68
2024
Q4 		$2.13M Buy
6,368
+410
+7% +$131K 0.25% 59
2024
Q3 		$1.63M Buy
5,958
+496
+9% +$127K 0.19% 73
2024
Q2 		$1.4M Sell
5,462
-837
-13% -$224K 0.19% 69
2024
Q1 		$1.9M Buy
6,299
+1,210
+24% +$349K 0.27% 54
2023
Q4 		$1.34M Buy
5,089
+190
+4% +$43K 0.22% 60
2023
Q3 		$993K Sell
4,899
-546
-10% -$118K 0.13% 88
2023
Q2 		$1.15M Buy
5,445
+180
+3% +$36.7K 0.15% 89
2023
Q1 		$1.05M Buy
5,265
+718
+16% +$121K 0.14% 91
2022
Q4 		$603K Buy
4,547
+354
+8% +$51.7K 0.09% 134
2022
Q3 		$603K Sell
4,193
-9,772
-70% -$1.66M 0.11% 100
2022
Q2 		$2.3M Buy
13,965
+1,120
+9% +$198K 0.58% 36
2022
Q1 		$2.73M Buy
12,845
+9,303
+263% +$2M 0.63% 31
2021
Q4 		$900K Buy
3,542
+493
+16% +$139K 0.25% 59
2021
Q3 		$826K Sell
3,049
-698
-19% -$177K 0.23% 59
2021
Q2 		$915K Sell
3,747
-44
-1% -$10.1K 0.3% 55
2021
Q1 		$803K Sell
3,791
-59
-2% -$13.1K 0.29% 54
2020
Q4 		$856K Buy
+3,850
New +$936K 0.31% 47

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aaron Wealth Advisors's CRM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Salesforce (CRM) stake by 3.6% in Q2 2026, buying an estimated $52.6K and bringing the position to 8,616 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #186.

Aaron Wealth Advisors first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.17M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aaron Wealth Advisors held 8,616 shares of Salesforce worth $1.35M as of Q2 2026.
  • Aaron Wealth Advisors bought 299 Salesforce shares in Q2 2026, an estimated $52.6K.
  • Salesforce made up 0.07% of Aaron Wealth Advisors's portfolio in Q2 2026, its #186 holding.
  • Aaron Wealth Advisors first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's Salesforce position peaked at $3.17M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.