Aspiriant LLC’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.89M | Buy |
12,085
+560
| +5% | +$98.5K | 0.05% | 123 |
|
|
2026
Q1 | $2.15M | Sell |
11,525
-102
| -0.9% | -$21.1K | 0.06% | 103 |
|
|
2025
Q4 | $3.08M | Buy |
11,627
+7,477
| +180% | +$1.86M | 0.09% | 93 |
|
|
2025
Q3 | $984K | Sell |
4,150
-930
| -18% | -$235K | 0.03% | 148 |
|
|
2025
Q2 | $1.39M | Sell |
5,080
-352
| -6% | -$94.1K | 0.04% | 126 |
|
|
2025
Q1 | $1.46M | Sell |
5,432
-1,153
| -18% | -$359K | 0.05% | 113 |
|
|
2024
Q4 | $2.2M | Buy |
6,585
+261
| +4% | +$83.3K | 0.08% | 92 |
|
|
2024
Q3 | $1.73M | Sell |
6,324
-1,883
| -23% | -$482K | 0.07% | 105 |
|
|
2024
Q2 | $2.11M | Sell |
8,207
-2,287
| -22% | -$612K | 0.09% | 88 |
|
|
2024
Q1 | $3.16M | Sell |
10,494
-19
| -0.2% | -$5.48K | 0.13% | 72 |
|
|
2023
Q4 | $2.77M | Buy |
10,513
+1,249
| +13% | +$283K | 0.12% | 77 |
|
|
2023
Q3 | $1.88M | Sell |
9,264
-3,181
| -26% | -$687K | 0.1% | 94 |
|
|
2023
Q2 | $2.63M | Sell |
12,445
-397
| -3% | -$81K | 0.13% | 77 |
|
|
2023
Q1 | $2.57M | Sell |
12,842
-533
| -4% | -$90K | 0.13% | 77 |
|
|
2022
Q4 | $1.77M | Buy |
13,375
+222
| +2% | +$32.4K | 0.09% | 95 |
|
|
2022
Q3 | $1.89M | Sell |
13,153
-36
| -0.3% | -$6.1K | 0.09% | 85 |
|
|
2022
Q2 | $2.18M | Buy |
13,189
+831
| +7% | +$147K | 0.11% | 79 |
|
|
2022
Q1 | $2.62M | Buy |
12,358
+244
| +2% | +$52.5K | 0.14% | 71 |
|
|
2021
Q4 | $3.08M | Buy |
12,114
+2,476
| +26% | +$696K | 0.16% | 69 |
|
|
2021
Q3 | $2.61M | Buy |
9,638
+313
| +3% | +$79.5K | 0.15% | 69 |
|
|
2021
Q2 | $2.28M | Sell |
9,325
-2,783
| -23% | -$641K | 0.13% | 70 |
|
|
2021
Q1 | $2.57M | Sell |
12,108
-763
| -6% | -$170K | 0.16% | 60 |
|
|
2020
Q4 | $2.87M | Buy |
12,871
+1,418
| +12% | +$345K | 0.2% | 52 |
|
|
2020
Q3 | $2.88M | Buy |
11,453
+174
| +2% | +$38.1K | 0.23% | 53 |
|
|
2020
Q2 | $2.11M | Buy |
11,279
+800
| +8% | +$135K | 0.2% | 53 |
|
|
2020
Q1 | $1.51M | Buy |
10,479
+418
| +4% | +$71.7K | 0.15% | 60 |
|
|
2019
Q4 | $1.64M | Buy |
10,061
+1,203
| +14% | +$189K | 0.15% | 66 |
|
|
2019
Q3 | $1.32M | Buy |
8,858
+5,550
| +168% | +$843K | 0.12% | 89 |
|
|
2019
Q2 | $501K | Sell |
3,308
-43
| -1% | -$6.74K | 0.04% | 148 |
|
|
2019
Q1 | $532K | Buy |
3,351
+510
| +18% | +$79K | 0.04% | 142 |
|
|
2018
Q4 | $387K | Sell |
2,841
-843
| -23% | -$116K | 0.03% | 162 |
|
|
2018
Q3 | $587K | Buy |
3,684
+389
| +12% | +$57.7K | 0.05% | 145 |
|
|
2018
Q2 | $449K | Buy |
3,295
+273
| +9% | +$34.8K | 0.04% | 170 |
|
|
2018
Q1 | $351K | Buy |
+3,022
| New | +$347K | 0.03% | 178 |
|
|
2017
Q4 | – | Sell |
-2,376
| Closed | -$222K | – | 101 |
|
|
2017
Q3 | $222K | Buy |
+2,376
| New | +$219K | 0.02% | 188 |
|
|
2017
Q2 | – | Sell |
-2,499
| Closed | -$206K | – | 214 |
|
|
2017
Q1 | $206K | Buy |
+2,499
| New | +$200K | 0.02% | 201 |
|
Other funds holding CRM
Aspiriant LLC's CRM Position: Q2 2026 in Review
Aspiriant LLC increased its Salesforce (CRM) stake by 4.9% in Q2 2026, buying an estimated $98.5K and bringing the position to 12,085 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #123.
Aspiriant LLC first reported a position in CRM in Q1 2017 and has held it in 36 quarters since. The position peaked at $3.16M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Aspiriant LLC held 12,085 shares of Salesforce worth $1.89M as of Q2 2026.
- Aspiriant LLC bought 560 Salesforce shares in Q2 2026, an estimated $98.5K.
- Salesforce made up 0.05% of Aspiriant LLC's portfolio in Q2 2026, its #123 holding.
- Aspiriant LLC first reported a position in Salesforce in Q1 2017 and has held it in 36 quarters since.
- Aspiriant LLC's Salesforce position peaked at $3.16M in Q1 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.