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Aries Wealth Management’s Salesforce CRM Stock Holding History

Aries 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 		$532K Buy
3,394
+665
+24% +$117K 0.1% 147
2026
Q1 		$509K Sell
2,729
-174
-6% -$36.1K 0.11% 146
2025
Q4 		$769K Buy
2,903
+40
+1% +$9.94K 0.17% 113
2025
Q3 		$679K Buy
2,863
+597
+26% +$151K 0.16% 119
2025
Q2 		$618K Buy
2,266
+526
+30% +$141K 0.16% 121
2025
Q1 		$467K Buy
1,740
+627
+56% +$195K 0.13% 142
2024
Q4 		$372K Hold
1,113
– – 0.1% 164
2024
Q3 		$305K Buy
1,113
+222
+25% +$56.9K 0.08% 182
2024
Q2 		$229K Buy
+891
New +$238K 0.07% 187

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

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

Aries Wealth Management increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $117K and bringing the position to 3,394 shares worth $532K. The position accounts for 0.1% of the portfolio, ranked #147.

Aries Wealth Management first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $769K in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aries Wealth Management held 3,394 shares of Salesforce worth $532K as of Q2 2026.
  • Aries Wealth Management bought 665 Salesforce shares in Q2 2026, an estimated $117K.
  • Salesforce made up 0.1% of Aries Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Aries Wealth Management first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • Aries Wealth Management's Salesforce position peaked at $769K in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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