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Ashton Thomas Private Wealth’s Salesforce CRM Stock Holding History

Ashton Thomas Private Wealth’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 		$4.36M Sell
23,331
-4,580
-16% -$949K 0.1% 214
2025
Q4 		$7.41M Sell
27,911
-2,200
-7% -$547K 0.18% 121
2025
Q3 		$7.15M Buy
30,111
+11,777
+64% +$2.97M 0.19% 129
2025
Q2 		$5.01M Buy
18,334
+4,304
+31% +$1.15M 0.18% 133
2025
Q1 		$3.77M Sell
14,030
-1,356
-9% -$422K 0.14% 166
2024
Q4 		$5.15M Sell
15,386
-170
-1% -$54.3K 0.2% 127
2024
Q3 		$4.26M Sell
15,556
-335
-2% -$85.8K 0.22% 112
2024
Q2 		$4.09M Buy
15,891
+2,912
+22% +$779K 0.22% 114
2024
Q1 		$3.91M Buy
12,979
+3,704
+40% +$1.07M 0.22% 119
2023
Q4 		$2.44M Buy
9,275
+3,468
+60% +$785K 0.15% 172
2023
Q3 		$1.18M Buy
5,807
+1,474
+34% +$318K 0.09% 250
2023
Q2 		$915K Buy
4,333
+1,660
+62% +$339K 0.07% 286
2023
Q1 		$534K Sell
2,673
-87
-3% -$14.7K 0.05% 354
2022
Q4 		$366K Buy
2,760
+883
+47% +$129K 0.04% 372
2022
Q3 		$270K Sell
1,877
-1,745
-48% -$296K 0.03% 395
2022
Q2 		$598K Sell
3,622
-3,222
-47% -$569K 0.06% 282
2022
Q1 		$1.45M Buy
6,844
+800
+13% +$172K 0.13% 195
2021
Q4 		$1.54M Buy
6,044
+462
+8% +$130K 0.15% 170
2021
Q3 		$1.51M Buy
5,582
+425
+8% +$108K 0.22% 108
2021
Q2 		$1.26M Sell
5,157
-1,078
-17% -$248K 0.19% 130
2021
Q1 		$1.32M Buy
6,235
+161
+3% +$35.8K 0.22% 112
2020
Q4 		$1.35M Buy
6,074
+946
+18% +$230K 0.26% 108
2020
Q3 		$1.29M Buy
5,128
+1,252
+32% +$274K 0.32% 83
2020
Q2 		$726K Buy
+3,876
New +$653K 0.22% 127

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

Ashton Thomas Private Wealth's CRM Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its Salesforce (CRM) stake by 16% in Q1 2026, selling an estimated $949K and leaving 23,331 shares worth $4.36M. The position accounts for 0.1% of the portfolio, ranked #214.

Ashton Thomas Private Wealth first reported a position in CRM in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.41M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ashton Thomas Private Wealth held 23,331 shares of Salesforce worth $4.36M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 4,580 Salesforce shares in Q1 2026, an estimated $949K.
  • Salesforce made up 0.1% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #214 holding.
  • Ashton Thomas Private Wealth first reported a position in Salesforce in Q2 2020 and has held it in 24 quarters since.
  • Ashton Thomas Private Wealth's Salesforce position peaked at $7.41M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.