Aspire Private Capital’s Salesforce CRM Stock Holding History

Aspire Private 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	$238K	Buy	+1,520	New	+$267K	0.05%	166
2025 Q2	–	Sell	-4,003	Closed	-$1.07M	–	180
2025 Q1	$1.07M	Buy	4,003 +284	+8%	+$88.3K	0.27%	81
2024 Q4	$1.24M	Buy	3,719 +15	+0.4%	+$4.79K	0.31%	63
2024 Q3	$1.01M	Buy	3,704 +76	+2%	+$19.5K	0.24%	74
2024 Q2	$933K	Buy	3,628 +144	+4%	+$38.5K	0.24%	70
2024 Q1	$1.05M	Buy	3,484 +461	+15%	+$133K	0.28%	60
2023 Q4	$795K	Buy	3,023 +142	+5%	+$32.1K	0.24%	64
2023 Q3	$584K	Buy	2,881 +43	+2%	+$9.29K	0.19%	80
2023 Q2	$600K	Buy	2,838 +2,638	+1,319%	+$539K	0.19%	85
2023 Q1	$40K	Hold	200	–	–	0.01%	222
2022 Q4	$26.5K	Hold	200	–	–	0.01%	255
2022 Q3	$29K	Hold	200	–	–	0.01%	245
2022 Q2	$33K	Hold	200	–	–	0.01%	237
2022 Q1	$42K	Hold	200	–	–	0.01%	222
2021 Q4	$51K	Hold	200	–	–	0.02%	218
2021 Q3	$54K	Hold	200	–	–	0.02%	208
2021 Q2	$49K	Hold	200	–	–	0.02%	216
2021 Q1	$42K	Hold	200	–	–	0.01%	229
2020 Q4	$45K	Hold	200	–	–	0.02%	214
2020 Q3	$50K	Buy	+200	New	+$43.8K	0.02%	203
2020 Q1	–	Sell	-200	Closed	-$33K	–	285
2019 Q4	$33K	Hold	200	–	–	0.01%	209
2019 Q3	$30K	Sell	200 -10	-5%	-$1.52K	0.01%	204
2019 Q2	$32K	Sell	210 -3	-1%	-$470	0.02%	211
2019 Q1	$34K	Sell	213 -50	-19%	-$7.75K	0.02%	249
2018 Q4	$36K	Buy	+263	New	+$36.2K	0.02%	235

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

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

Aspire Private Capital opened a new position in Salesforce (CRM) in Q2 2026: 1,520 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings. This is a return to the name: Aspire Private Capital previously reported a position in CRM as recently as Q1 2025.

Aspire Private Capital first reported a position in CRM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.24M in Q4 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Aspire Private Capital held 1,520 shares of Salesforce worth $238K as of Q2 2026.
Salesforce was a new Aspire Private Capital position in Q2 2026.
Salesforce made up 0.05% of Aspire Private Capital's portfolio in Q2 2026, its #166 holding.
Aspire Private Capital first reported a position in Salesforce in Q4 2018 and has held it in 25 quarters since.
Aspire Private Capital's Salesforce position peaked at $1.24M in Q4 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.