Aprio Wealth Management’s Salesforce CRM Stock Holding History

Aprio Wealth Management’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	$747K	Sell	4,768 -599	-11%	-$105K	0.04%	289
2026 Q1	$1M	Buy	5,367 +1,407	+36%	+$292K	0.05%	206
2025 Q4	$1.05M	Buy	3,960 +409	+12%	+$102K	0.06%	188
2025 Q3	$842K	Buy	3,551 +288	+9%	+$72.6K	0.08%	141
2025 Q2	$890K	Sell	3,263 -964	-23%	-$258K	0.1%	120
2025 Q1	$1.13M	Buy	4,227 +282	+7%	+$87.7K	0.14%	98
2024 Q4	$1.32M	Buy	3,945 +1,038	+36%	+$331K	0.19%	71
2024 Q3	$796K	Buy	2,907 +606	+26%	+$155K	0.13%	94
2024 Q2	$592K	Buy	2,301 +38	+2%	+$10.2K	0.11%	104
2024 Q1	$682K	Buy	2,263 +598	+36%	+$173K	0.13%	87
2023 Q4	$438K	Buy	1,665 +498	+43%	+$113K	0.1%	101
2023 Q3	$237K	Buy	+1,167	New	+$252K	0.07%	140

Other funds holding CRM

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aprio Wealth Management's CRM Position: Q2 2026 in Review

Aprio Wealth Management reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $105K and leaving 4,768 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #289.

Aprio Wealth Management first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q4 2024. 800 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Aprio Wealth Management held 4,768 shares of Salesforce worth $747K as of Q2 2026.
Aprio Wealth Management sold 599 Salesforce shares in Q2 2026, an estimated $105K.
Salesforce made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #289 holding.
Aprio Wealth Management first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
Aprio Wealth Management's Salesforce position peaked at $1.32M in Q4 2024.
800 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.