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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
2022
Q1 		– Sell
-1,000
Closed -$232K – 494
2021
Q4 		$232K Buy
+1,000
New +$281K 0.03% 427

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.