Aspect Partners’s Salesforce CRM Stock Holding History

Aspect 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 Q3	$25.9K	Hold	113	–	–	0.01%	173
2026 Q2	$17.7K	Buy	113 +3	+3%	+$528	0.01%	217
2026 Q1	$20.5K	Sell	110 -12	-10%	-$2.49K	0.01%	182
2025 Q4	$32.3K	Buy	122 +10	+9%	+$2.48K	0.01%	165
2025 Q3	$26.5K	Buy	112 +4	+4%	+$1.01K	0.01%	197
2025 Q2	$29.5K	Sell	108 -11	-9%	-$2.94K	0.01%	182
2025 Q1	$31.9K	Sell	119 -1	-0.8%	-$311	0.02%	159
2024 Q4	$40.1K	Buy	120 +15	+14%	+$4.79K	0.02%	144
2024 Q3	$28.7K	Sell	105 -4	-4%	-$1.02K	0.02%	154
2024 Q2	$28K	Hold	109	–	–	0.02%	156
2024 Q1	$32.8K	Hold	109	–	–	0.03%	144
2023 Q4	$28.7K	Buy	+109	New	+$24.7K	0.02%	146

Other funds holding CRM

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Aspect Partners's CRM Position: Q3 2026 in Review

Aspect Partners held its Salesforce (CRM) position steady in Q3 2026 at 113 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #173.

Aspect Partners first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $40.1K in Q4 2024. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Aspect Partners held 113 shares of Salesforce worth $25.9K as of Q3 2026.
Aspect Partners left its Salesforce share count unchanged in Q3 2026.
Salesforce made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #173 holding.
Aspect Partners first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's Salesforce position peaked at $40.1K in Q4 2024.
773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.