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Ausdal Financial Partners’s Salesforce CRM Stock Holding History

Ausdal Financial Partners’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 		$965K Sell
5,169
-371
-7% -$76.9K 0.04% 409
2025
Q4 		$1.47M Sell
5,540
-640
-10% -$159K 0.07% 278
2025
Q3 		$1.46M Buy
6,180
+2,059
+50% +$519K 0.07% 278
2025
Q2 		$1.12M Sell
4,121
-124
-3% -$33.2K 0.08% 242
2025
Q1 		$1.14M Buy
4,245
+726
+21% +$226K 0.09% 221
2024
Q4 		$1.18M Buy
3,519
+1,223
+53% +$390K 0.1% 195
2024
Q3 		$628K Buy
2,296
+342
+18% +$87.6K 0.07% 263
2024
Q2 		$502K Sell
1,954
-279
-12% -$74.7K 0.05% 289
2024
Q1 		$673K Buy
2,233
+237
+12% +$68.4K 0.08% 220
2023
Q4 		$525K Buy
1,996
+28
+1% +$6.34K 0.07% 241
2023
Q3 		$399K Buy
1,968
+173
+10% +$37.4K 0.06% 283
2023
Q2 		$379K Buy
1,795
+99
+6% +$20.2K 0.05% 285
2023
Q1 		$339K Sell
1,696
-467
-22% -$78.9K 0.05% 319
2022
Q4 		$287K Sell
2,163
-1,097
-34% -$160K 0.04% 349
2022
Q3 		$469K Buy
3,260
+360
+12% +$61K 0.07% 257
2022
Q2 		$479K Sell
2,900
-724
-20% -$128K 0.07% 269
2022
Q1 		$769K Sell
3,624
-5,367
-60% -$1.16M 0.1% 205
2021
Q4 		$2.29M Sell
8,991
-543
-6% -$153K 0.31% 95
2021
Q3 		$2.59M Buy
9,534
+2,555
+37% +$649K 0.38% 73
2021
Q2 		$1.71M Buy
6,979
+1,552
+29% +$358K 0.26% 115
2021
Q1 		$1.15M Buy
5,427
+578
+12% +$129K 0.19% 146
2020
Q4 		$1.08M Buy
4,849
+3,094
+176% +$752K 0.21% 136
2020
Q3 		$441K Buy
+1,755
New +$384K 0.11% 205
2016
Q1 		– Sell
-100
Closed -$8K – 361
2015
Q4 		$8K Buy
+100
New +$7.81K ﹤0.01% 961

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

Ausdal Financial Partners's CRM Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Salesforce (CRM) stake by 6.7% in Q1 2026, selling an estimated $76.9K and leaving 5,169 shares worth $965K. The position accounts for 0.04% of the portfolio, ranked #409.

Ausdal Financial Partners first reported a position in CRM in Q4 2015 and has held it in 24 quarters since. The position peaked at $2.59M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Ausdal Financial Partners held 5,169 shares of Salesforce worth $965K as of Q1 2026.
  • Ausdal Financial Partners sold 371 Salesforce shares in Q1 2026, an estimated $76.9K.
  • Salesforce made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #409 holding.
  • Ausdal Financial Partners first reported a position in Salesforce in Q4 2015 and has held it in 24 quarters since.
  • Ausdal Financial Partners's Salesforce position peaked at $2.59M in Q3 2021.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.