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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aspect Partners's CRM Position: Q2 2026 in Review

Aspect Partners increased its Salesforce (CRM) stake by 2.7% in Q2 2026, buying an estimated $528 and bringing the position to 113 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #217.

Aspect Partners first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.1K in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Aspect Partners held 113 shares of Salesforce worth $17.7K as of Q2 2026.
Aspect Partners bought 3 Salesforce shares in Q2 2026, an estimated $528.
Salesforce made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #217 holding.
Aspect Partners first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Salesforce position peaked at $40.1K in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.