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Aurora Private Wealth’s Salesforce CRM Stock Holding History

Aurora Private Wealth’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
2025
Q2 		$265K Sell
973
-3
-0.3% -$802 0.2% 130
2025
Q1 		$262K Buy
976
+5
+0.5% +$1.55K 0.21% 115
2024
Q4 		$325K Sell
971
-59
-6% -$18.8K 0.24% 105
2024
Q3 		$282K Sell
1,030
-200
-16% -$51.2K 0.22% 112
2024
Q2 		$316K Buy
+1,230
New +$329K 0.28% 95

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aurora Private Wealth's CRM Position: Q2 2025 in Review

Aurora Private Wealth reduced its Salesforce (CRM) stake by 0.31% in Q2 2025, selling an estimated $802 and leaving 973 shares worth $265K. The position accounts for 0.2% of the portfolio, ranked #130.

Aurora Private Wealth first reported a position in CRM in Q2 2024 and has held it in 5 quarters since. The position peaked at $325K in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Aurora Private Wealth held 973 shares of Salesforce worth $265K as of Q2 2025.
  • Aurora Private Wealth sold 3 Salesforce shares in Q2 2025, an estimated $802.
  • Salesforce made up 0.2% of Aurora Private Wealth's portfolio in Q2 2025, its #130 holding.
  • Aurora Private Wealth first reported a position in Salesforce in Q2 2024 and has held it in 5 quarters since.
  • Aurora Private Wealth's Salesforce position peaked at $325K in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Aurora Private Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.