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Asio Capital’s Salesforce CRM Stock Holding History

Asio Capital’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
-18,618
Closed -$4.93M – 113
2025
Q4 		$4.93M Buy
18,618
+374
+2% +$92.9K 0.7% 52
2025
Q3 		$4.32M Sell
18,244
-7,561
-29% -$1.91M 0.65% 57
2025
Q2 		$7.04M Buy
25,805
+789
+3% +$211K 1.17% 23
2025
Q1 		$6.71M Buy
25,016
+1,096
+5% +$341K 1.3% 21
2024
Q4 		$8M Sell
23,920
-151
-0.6% -$48.2K 1.51% 17
2024
Q3 		$6.59M Sell
24,071
-17
-0.1% -$4.35K 1.25% 22
2024
Q2 		$6.19M Buy
24,088
+7,357
+44% +$1.97M 1.27% 25
2024
Q1 		$5.05M Buy
16,731
+691
+4% +$199K 1.07% 32
2023
Q4 		$4.22M Buy
16,040
+991
+7% +$224K 0.99% 38
2023
Q3 		$3.05M Buy
15,049
+821
+6% +$177K 0.81% 50
2023
Q2 		$3.01M Buy
+14,228
New +$2.9M 0.74% 53
2022
Q4 		– Sell
-18,556
Closed -$2.67M – 118
2022
Q3 		$2.67M Buy
18,556
+751
+4% +$127K 0.85% 59
2022
Q2 		$2.94M Buy
17,805
+2,152
+14% +$380K 0.93% 41
2022
Q1 		$3.32M Buy
15,653
+2,327
+17% +$501K 0.93% 38
2021
Q4 		$3.39M Buy
13,326
+1,349
+11% +$379K 1.05% 36
2021
Q3 		$3.25M Buy
11,977
+490
+4% +$124K 1.12% 33
2021
Q2 		$2.81M Buy
11,487
+875
+8% +$202K 0.99% 50
2021
Q1 		$2.25M Buy
10,612
+1,872
+21% +$417K 0.93% 58
2020
Q4 		$1.95M Buy
+8,740
New +$2.13M 0.93% 55

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

Asio Capital's CRM Position: Q1 2026 in Review

Asio Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 18,618 shares — an estimated $4.93M sold.

Asio Capital first reported a position in CRM in Q4 2020 and held it in 19 quarters. The position peaked at $8M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Asio Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Asio Capital sold 18,618 Salesforce shares in Q1 2026, an estimated $4.93M.
  • Asio Capital first reported a position in Salesforce in Q4 2020 and held it in 19 quarters.
  • Asio Capital's Salesforce position peaked at $8M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Asio Capital's 13F filing for Q1 2026, filed 15 Apr 2026.