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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
Q2 		$653K Sell
4,170
-999
-19% -$176K 0.03% 548
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ausdal Financial Partners's CRM Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $176K and leaving 4,170 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #548.

Ausdal Financial Partners first reported a position in CRM in Q4 2015 and has held it in 25 quarters since. The position peaked at $2.59M in Q3 2021. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Ausdal Financial Partners held 4,170 shares of Salesforce worth $653K as of Q2 2026.
  • Ausdal Financial Partners sold 999 Salesforce shares in Q2 2026, an estimated $176K.
  • Salesforce made up 0.03% of Ausdal Financial Partners's portfolio in Q2 2026, its #548 holding.
  • Ausdal Financial Partners first reported a position in Salesforce in Q4 2015 and has held it in 25 quarters since.
  • Ausdal Financial Partners's Salesforce position peaked at $2.59M in Q3 2021.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.