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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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 $74.9B 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