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Ashton Thomas Securities’s Salesforce CRM Stock Holding History

Ashton Thomas Securities’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 		$1.1M Buy
7,074
+102
+1% +$17.9K 0.16% 133
2026
Q1 		$1.3M Buy
6,972
+1,798
+35% +$373K 0.16% 142
2025
Q4 		$1.37M Sell
5,174
-86
-2% -$21.4K 0.26% 86
2025
Q3 		$1.25M Sell
5,260
-261
-5% -$65.8K 0.17% 128
2025
Q2 		$1.51M Buy
5,521
+367
+7% +$98.1K 0.36% 74
2025
Q1 		$1.39M Sell
5,154
-1,510
-23% -$470K 0.38% 72
2024
Q4 		$2.23M Buy
6,664
+454
+7% +$145K 0.61% 39
2024
Q3 		$1.7M Buy
6,210
+615
+11% +$158K 0.33% 74
2024
Q2 		$1.41M Buy
+5,595
New +$1.5M 0.34% 78

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 Securities's CRM Position: Q2 2026 in Review

Ashton Thomas Securities increased its Salesforce (CRM) stake by 1.5% in Q2 2026, buying an estimated $17.9K and bringing the position to 7,074 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #133.

Ashton Thomas Securities first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.23M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ashton Thomas Securities held 7,074 shares of Salesforce worth $1.1M as of Q2 2026.
  • Ashton Thomas Securities bought 102 Salesforce shares in Q2 2026, an estimated $17.9K.
  • Salesforce made up 0.16% of Ashton Thomas Securities's portfolio in Q2 2026, its #133 holding.
  • Ashton Thomas Securities first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • Ashton Thomas Securities's Salesforce position peaked at $2.23M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.