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Aspire Capital Advisors’s Salesforce CRM Stock Holding History

Aspire Capital Advisors’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
-1,615
Closed -$301K – 136
2026
Q1 		$301K Buy
1,615
+334
+26% +$69.2K 0.07% 96
2025
Q4 		$339K Buy
1,281
+298
+30% +$74.1K 0.08% 88
2025
Q3 		$233K Sell
983
-683
-41% -$172K 0.06% 102
2025
Q2 		$454K Sell
1,666
-149
-8% -$39.8K 0.13% 66
2025
Q1 		$487K Hold
1,815
– – 0.15% 58
2024
Q4 		$607K Buy
1,815
+66
+4% +$21.1K 0.17% 51
2024
Q3 		$479K Buy
1,749
+17
+1% +$4.35K 0.14% 49
2024
Q2 		$445K Buy
1,732
+184
+12% +$49.2K 0.15% 46
2024
Q1 		$466K Buy
1,548
+116
+8% +$33.5K 0.16% 46
2023
Q4 		$377K Buy
1,432
+10
+0.7% +$2.26K 0.15% 50
2023
Q3 		$288K Buy
1,422
+19
+1% +$4.11K 0.13% 57
2023
Q2 		$296K Buy
+1,403
New +$286K 0.14% 52

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

Aspire Capital Advisors's CRM Position: Q2 2026 in Review

Aspire Capital Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,615 shares — an estimated $301K sold.

Aspire Capital Advisors first reported a position in CRM in Q2 2023 and held it in 12 quarters. The position peaked at $607K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aspire Capital Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Aspire Capital Advisors sold 1,615 Salesforce shares in Q2 2026, an estimated $301K.
  • Aspire Capital Advisors first reported a position in Salesforce in Q2 2023 and held it in 12 quarters.
  • Aspire Capital Advisors's Salesforce position peaked at $607K in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.