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Avalon Trust’s Salesforce CRM Stock Holding History

Avalon Trust’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 		$195K Sell
1,243
-800
-39% -$141K 0.01% 152
2026
Q1 		$381K Sell
2,043
-552
-21% -$114K 0.03% 107
2025
Q4 		$687K Sell
2,595
-95
-4% -$23.6K 0.04% 78
2025
Q3 		$638K Buy
2,690
+53
+2% +$13.4K 0.04% 85
2025
Q2 		$719K Buy
2,637
+868
+49% +$232K 0.05% 77
2025
Q1 		$475K Sell
1,769
-115
-6% -$35.8K 0.04% 96
2024
Q4 		$630K Buy
1,884
+28
+2% +$8.94K 0.04% 85
2024
Q3 		$508K Sell
1,856
-425
-19% -$109K 0.04% 90
2024
Q2 		$586K Hold
2,281
– – 0.05% 82
2024
Q1 		$687K Hold
2,281
– – 0.06% 84
2023
Q4 		$600K Buy
2,281
+425
+23% +$96.2K 0.05% 79
2023
Q3 		$376K Hold
1,856
– – 0.04% 87
2023
Q2 		$392K Hold
1,856
– – 0.04% 92
2023
Q1 		$371K Buy
+1,856
New +$314K 0.04% 93

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

Avalon Trust's CRM Position: Q2 2026 in Review

Avalon Trust reduced its Salesforce (CRM) stake by 39% in Q2 2026, selling an estimated $141K and leaving 1,243 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #152.

Avalon Trust first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $719K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Avalon Trust held 1,243 shares of Salesforce worth $195K as of Q2 2026.
  • Avalon Trust sold 800 Salesforce shares in Q2 2026, an estimated $141K.
  • Salesforce made up 0.01% of Avalon Trust's portfolio in Q2 2026, its #152 holding.
  • Avalon Trust first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Avalon Trust's Salesforce position peaked at $719K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.