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Aspen Grove Capital’s Salesforce CRM Stock Holding History

Aspen Grove 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
Q2 		– Sell
-1,169
Closed -$218K – 217
2026
Q1 		$218K Sell
1,169
-16
-1% -$3.31K 0.04% 182
2025
Q4 		$314K Sell
1,185
-2
-0.2% -$497 0.05% 134
2025
Q3 		$282K Sell
1,187
-251
-17% -$63.3K 0.05% 157
2025
Q2 		$393K Buy
1,438
+423
+42% +$113K 0.07% 136
2025
Q1 		$272K Buy
1,015
+46
+5% +$14.3K 0.05% 179
2024
Q4 		$324K Sell
969
-145
-13% -$46.3K 0.07% 139
2024
Q3 		$305K Sell
1,114
-6
-0.5% -$1.54K 0.07% 144
2024
Q2 		$288K Buy
1,120
+45
+4% +$12K 0.07% 153
2024
Q1 		$324K Buy
1,075
+171
+19% +$49.3K 0.09% 134
2023
Q4 		$226K Buy
+904
New +$205K 0.07% 156
2023
Q3 		– Sell
-1,461
Closed -$309K – 183
2023
Q2 		$309K Buy
1,461
+345
+31% +$70.4K 0.1% 141
2023
Q1 		$223K Buy
+1,116
New +$189K 0.1% 131

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

Aspen Grove Capital's CRM Position: Q2 2026 in Review

Aspen Grove Capital sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,169 shares — an estimated $218K sold.

Aspen Grove Capital first reported a position in CRM in Q1 2023 and held it in 12 quarters. The position peaked at $393K in Q2 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aspen Grove Capital reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Aspen Grove Capital sold 1,169 Salesforce shares in Q2 2026, an estimated $218K.
  • Aspen Grove Capital first reported a position in Salesforce in Q1 2023 and held it in 12 quarters.
  • Aspen Grove Capital's Salesforce position peaked at $393K in Q2 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.