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Ascent Wealth Partners’s Salesforce CRM Stock Holding History

Ascent Wealth Partners’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
-9,273
Closed -$2.46M – 191
2025
Q4 		$2.46M Sell
9,273
-18
-0.2% -$4.47K 0.28% 73
2025
Q3 		$2.2M Sell
9,291
-436
-4% -$110K 0.26% 77
2025
Q2 		$2.65M Buy
9,727
+1,952
+25% +$522K 0.33% 66
2025
Q1 		$2.09M Buy
7,775
+157
+2% +$48.8K 0.28% 77
2024
Q4 		$2.55M Sell
7,618
-96
-1% -$30.6K 0.34% 60
2024
Q3 		$2.11M Sell
7,714
-8
-0.1% -$2.05K 0.29% 71
2024
Q2 		$1.99M Buy
7,722
+94
+1% +$25.2K 0.29% 69
2024
Q1 		$2.3M Buy
7,628
+50
+0.7% +$14.4K 0.34% 62
2023
Q4 		$1.99M Buy
7,578
+121
+2% +$27.4K 0.33% 64
2023
Q3 		$1.51M Buy
7,457
+2
+0% +$432 0.28% 71
2023
Q2 		$1.53M Buy
7,455
+614
+9% +$125K 0.27% 75
2023
Q1 		$1.37M Buy
6,841
+246
+4% +$41.6K 0.27% 79
2022
Q4 		$874K Buy
+6,595
New +$962K 0.19% 101
2022
Q1 		– Sell
-7,836
Closed -$1.99M – 151
2021
Q4 		$1.99M Buy
7,836
+226
+3% +$63.5K 0.35% 62
2021
Q3 		$2.06M Buy
7,610
+13
+0.2% +$3.3K 0.39% 58
2021
Q2 		$1.86M Sell
7,597
-497
-6% -$115K 0.35% 63
2021
Q1 		$1.71M Buy
8,094
+240
+3% +$53.4K 0.37% 63
2020
Q4 		$1.75M Buy
7,854
+9
+0.1% +$2.19K 0.39% 59
2020
Q3 		$1.97M Buy
7,845
+125
+2% +$27.4K 0.5% 57
2020
Q2 		$1.45M Buy
7,720
+2,139
+38% +$360K 0.42% 58
2020
Q1 		$803K Buy
+5,581
New +$957K 0.29% 63

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 Wealth Partners's CRM Position: Q1 2026 in Review

Ascent Wealth Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 9,273 shares — an estimated $2.46M sold.

Ascent Wealth Partners first reported a position in CRM in Q1 2020 and held it in 21 quarters. The position peaked at $2.65M in Q2 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ascent Wealth Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Ascent Wealth Partners sold 9,273 Salesforce shares in Q1 2026, an estimated $2.46M.
  • Ascent Wealth Partners first reported a position in Salesforce in Q1 2020 and held it in 21 quarters.
  • Ascent Wealth Partners's Salesforce position peaked at $2.65M in Q2 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ascent Wealth Partners's 13F filing for Q1 2026, filed 6 May 2026.