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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
Q2 		$2.98M Sell
18,993
-4,338
-19% -$763K 0.06% 303
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 $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

Ashton Thomas Private Wealth's CRM Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $763K and leaving 18,993 shares worth $2.98M. The position accounts for 0.06% of the portfolio, ranked #303.

Ashton Thomas Private Wealth first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.41M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ashton Thomas Private Wealth held 18,993 shares of Salesforce worth $2.98M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 4,338 Salesforce shares in Q2 2026, an estimated $763K.
  • Salesforce made up 0.06% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #303 holding.
  • Ashton Thomas Private Wealth first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Ashton Thomas Private Wealth's Salesforce position peaked at $7.41M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.