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Aptus Capital Advisors’s Salesforce CRM Stock Holding History

Aptus Capital 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 		$6.75M Sell
43,060
-5,874
-12% -$1.03M 0.05% 307
2026
Q1 		$9.13M Sell
48,934
-9,361
-16% -$1.94M 0.07% 232
2025
Q4 		$15.4M Buy
58,295
+13,065
+29% +$3.25M 0.11% 157
2025
Q3 		$10.7M Buy
45,230
+29,423
+186% +$7.42M 0.08% 196
2025
Q2 		$4.31M Sell
15,807
-33,014
-68% -$8.83M 0.04% 312
2025
Q1 		$13.1M Buy
48,821
+35,529
+267% +$11.1M 0.13% 145
2024
Q4 		$4.45M Buy
13,292
+4,375
+49% +$1.4M 0.05% 287
2024
Q3 		$2.44M Buy
8,917
+1,724
+24% +$442K 0.04% 293
2024
Q2 		$1.85M Buy
7,193
+538
+8% +$144K 0.03% 304
2024
Q1 		$2M Buy
6,655
+1,385
+26% +$400K 0.04% 298
2023
Q4 		$1.39M Sell
5,270
-247
-4% -$55.9K 0.04% 255
2023
Q3 		$1.12M Buy
5,517
+3,370
+157% +$728K 0.03% 290
2023
Q2 		$454K Buy
2,147
+421
+24% +$85.9K 0.01% 334
2023
Q1 		$345K Sell
1,726
-8,920
-84% -$1.51M 0.01% 370
2022
Q4 		$1.41M Sell
10,646
-23,003
-68% -$3.36M 0.04% 245
2022
Q3 		$4.84M Sell
33,649
-15,025
-31% -$2.55M 0.12% 105
2022
Q2 		$8.03M Buy
48,674
+2,569
+6% +$454K 0.21% 75
2022
Q1 		$9.79M Buy
46,105
+6,838
+17% +$1.47M 0.24% 59
2021
Q4 		$9.98M Buy
39,267
+5,157
+15% +$1.45M 0.3% 45
2021
Q3 		$9.25M Buy
34,110
+25,642
+303% +$6.51M 0.24% 52
2021
Q2 		$2.07M Buy
8,468
+612
+8% +$141K 0.06% 142
2021
Q1 		$1.67M Buy
7,856
+250
+3% +$55.7K 0.06% 143
2020
Q4 		$1.69M Buy
7,606
+6,798
+841% +$1.65M 0.08% 126
2020
Q3 		$203K Buy
+808
New +$177K 0.01% 289
2020
Q2 		– Sell
-798
Closed -$114K – 421
2020
Q1 		$114K Buy
+798
New +$137K 0.01% 278

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

Aptus Capital Advisors's CRM Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $1.03M and leaving 43,060 shares worth $6.75M. The position accounts for 0.05% of the portfolio, ranked #307.

Aptus Capital Advisors first reported a position in CRM in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.4M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aptus Capital Advisors held 43,060 shares of Salesforce worth $6.75M as of Q2 2026.
  • Aptus Capital Advisors sold 5,874 Salesforce shares in Q2 2026, an estimated $1.03M.
  • Salesforce made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #307 holding.
  • Aptus Capital Advisors first reported a position in Salesforce in Q1 2020 and has held it in 25 quarters since.
  • Aptus Capital Advisors's Salesforce position peaked at $15.4M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.