AG
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Ascent Group’s Salesforce CRM Stock Holding History

Ascent Group’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 		$3.66M Sell
19,618
-2,758
-12% -$571K 0.13% 158
2025
Q4 		$5.93M Sell
22,376
-979
-4% -$243K 0.2% 105
2025
Q3 		$5.54M Buy
23,355
+8,693
+59% +$2.19M 0.2% 110
2025
Q2 		$4M Sell
14,662
-1,377
-9% -$368K 0.16% 136
2025
Q1 		$4.3M Sell
16,039
-148
-0.9% -$46K 0.18% 121
2024
Q4 		$5.41M Buy
16,187
+185
+1% +$59K 0.41% 53
2024
Q3 		$4.38M Sell
16,002
-3,554
-18% -$910K 0.33% 72
2024
Q2 		$5.03M Buy
19,556
+2,581
+15% +$691K 0.41% 56
2024
Q1 		$5.11M Buy
16,975
+7,547
+80% +$2.18M 0.45% 50
2023
Q4 		$2.71M Buy
9,428
+1,036
+12% +$234K 0.26% 101
2023
Q3 		$1.76M Buy
8,392
+4,027
+92% +$870K 0.19% 156
2023
Q2 		$924K Sell
4,365
-325
-7% -$66.3K 0.1% 245
2023
Q1 		$937K Buy
4,690
+561
+14% +$94.8K 0.1% 241
2022
Q4 		$547K Sell
4,129
-611
-13% -$89.2K 0.06% 291
2022
Q3 		$771K Buy
4,740
+75
+2% +$12.7K 0.09% 239
2022
Q2 		$858K Buy
4,665
+677
+17% +$120K 0.1% 225
2022
Q1 		$847K Buy
3,988
+478
+14% +$103K 0.1% 237
2021
Q4 		$767K Buy
+3,510
New +$986K 0.1% 236

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ascent Group's CRM Position: Q1 2026 in Review

Ascent Group reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $571K and leaving 19,618 shares worth $3.66M. The position accounts for 0.13% of the portfolio, ranked #158.

Ascent Group first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.93M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ascent Group held 19,618 shares of Salesforce worth $3.66M as of Q1 2026.
  • Ascent Group sold 2,758 Salesforce shares in Q1 2026, an estimated $571K.
  • Salesforce made up 0.13% of Ascent Group's portfolio in Q1 2026, its #158 holding.
  • Ascent Group first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Ascent Group's Salesforce position peaked at $5.93M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.