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Aureus Asset Management’s Salesforce CRM Stock Holding History

Aureus Asset Management’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 		– Sell
-1,274
Closed -$337K – 235
2025
Q4 		$337K Buy
1,274
+212
+20% +$52.7K 0.02% 159
2025
Q3 		$252K Sell
1,062
-125,908
-99% -$31.8M 0.02% 176
2025
Q2 		$34.6M Sell
126,970
-2,181
-2% -$583K 2.21% 16
2025
Q1 		$34.7M Sell
129,151
-2,587
-2% -$805K 2.43% 18
2024
Q4 		$44M Sell
131,738
-2,638
-2% -$842K 2.85% 9
2024
Q3 		$36.8M Sell
134,376
-1,182
-0.9% -$303K 2.41% 15
2024
Q2 		$34.9M Sell
135,558
-1,476
-1% -$395K 2.44% 18
2024
Q1 		$41.3M Sell
137,034
-937
-0.7% -$270K 2.82% 10
2023
Q4 		$36.3M Sell
137,971
-372
-0.3% -$84.2K 2.66% 12
2023
Q3 		$28.1M Sell
138,343
-34,264
-20% -$7.4M 2.25% 19
2023
Q2 		$36.5M Sell
172,607
-6,509
-4% -$1.33M 2.73% 10
2023
Q1 		$35.8M Buy
179,116
+21,536
+14% +$3.64M 2.83% 8
2022
Q4 		$20.9M Buy
157,580
+2,366
+2% +$345K 1.8% 25
2022
Q3 		$22.3M Buy
155,214
+14,617
+10% +$2.48M 1.94% 26
2022
Q2 		$23.2M Buy
140,597
+710
+0.5% +$125K 1.87% 25
2022
Q1 		$29.7M Sell
139,887
-1,837
-1% -$395K 1.97% 23
2021
Q4 		$36M Buy
141,724
+553
+0.4% +$155K 2.22% 19
2021
Q3 		$38.3M Buy
141,171
+3,856
+3% +$979K 2.52% 13
2021
Q2 		$33.5M Buy
137,315
+5,498
+4% +$1.27M 2.16% 17
2021
Q1 		$27.9M Buy
131,817
+8,971
+7% +$2M 2.17% 19
2020
Q4 		$27.3M Buy
122,846
+3,751
+3% +$912K 2.3% 16
2020
Q3 		$29.9M Sell
119,095
-316
-0.3% -$69.2K 2.83% 12
2020
Q2 		$22.4M Buy
119,411
+1,778
+2% +$300K 2.44% 14
2020
Q1 		$16.9M Buy
117,633
+3,470
+3% +$595K 2.35% 18
2019
Q4 		$18.6M Buy
114,163
+2,260
+2% +$354K 2.07% 24
2019
Q3 		$16.6M Sell
111,903
-394
-0.4% -$59.9K 2.07% 23
2019
Q2 		$17M Buy
112,297
+1,980
+2% +$310K 2.1% 23
2019
Q1 		$17.5M Sell
110,317
-3,198
-3% -$496K 2.31% 20
2018
Q4 		$15.5M Buy
113,515
+2,995
+3% +$412K 2.44% 16
2018
Q3 		$17.6M Sell
110,520
-1,080
-1% -$160K 2.23% 21
2018
Q2 		$15.2M Buy
111,600
+1,140
+1% +$145K 2.09% 22
2018
Q1 		$12.8M Sell
110,460
-420
-0.4% -$48.2K 1.93% 25
2017
Q4 		$11.3M Sell
110,880
-28,455
-20% -$2.9M 1.75% 26
2017
Q3 		$13M Buy
139,335
+2,100
+2% +$193K 2.06% 22
2017
Q2 		$11.9M Buy
137,235
+1,030
+0.8% +$89.7K 2% 25
2017
Q1 		$11.9M Buy
136,205
+9,510
+8% +$760K 2.07% 23
2016
Q4 		$8.67M Buy
126,695
+1,145
+0.9% +$83.1K 1.7% 31
2016
Q3 		$8.96M Buy
125,550
+1,530
+1% +$119K 1.79% 27
2016
Q2 		$9.85M Buy
124,020
+1,330
+1% +$104K 2.12% 22
2016
Q1 		$9.06M Buy
+122,690
New +$8.45M 1.98% 29

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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 $75B 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

Aureus Asset Management's CRM Position: Q1 2026 in Review

Aureus Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,274 shares — an estimated $337K sold.

Aureus Asset Management first reported a position in CRM in Q1 2016 and held it in 40 quarters. The position peaked at $44M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Aureus Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Aureus Asset Management sold 1,274 Salesforce shares in Q1 2026, an estimated $337K.
  • Aureus Asset Management first reported a position in Salesforce in Q1 2016 and held it in 40 quarters.
  • Aureus Asset Management's Salesforce position peaked at $44M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.