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 Q1	–	Sell	-750,000	Closed	-$199M	–	1696
2025 Q4	$199M	Sell	750,000 -250,000	-25%	-$62.1M	1.42%	10
2025 Q3	$237M	Buy	+1,000,000	New	+$252M	1.72%	9
2021 Q3	–	Sell	-260,000	Closed	-$63.5M	–	547
2021 Q2	$63.5M	Buy	+260,000	New	+$59.9M	1.86%	18
2020 Q2	–	Sell	-37,200	Closed	-$5.36M	–	420
2020 Q1	$5.36M	Buy	+37,200	New	+$6.38M	0.46%	38
2019 Q3	–	Sell	-475	Closed	-$588K	–	476
2019 Q2	$588K	Buy	475 +108	+29%	+$16.9K	0.08%	196
2019 Q1	$499K	Buy	+367	New	+$56.9K	0.09%	181

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Aptus Capital Advisors's CRM Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Salesforce (CRM) stake by 16% in Q1 2026, selling an estimated $1.94M and leaving 48,934 shares worth $9.13M. The position accounts for 0.07% of the portfolio, ranked #232.

Aptus Capital Advisors first reported a position in CRM in Q1 2020 and has held it in 24 quarters since. The position peaked at $15.4M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Aptus Capital Advisors held 48,934 shares of Salesforce worth $9.13M as of Q1 2026.
Aptus Capital Advisors sold 9,361 Salesforce shares in Q1 2026, an estimated $1.94M.
Salesforce made up 0.07% of Aptus Capital Advisors's portfolio in Q1 2026, its #232 holding.
Aptus Capital Advisors first reported a position in Salesforce in Q1 2020 and has held it in 24 quarters since.
Aptus Capital Advisors's Salesforce position peaked at $15.4M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.