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Aventura Private Wealth’s Salesforce CRM Stock Holding History

Aventura 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
2026
Q2 		$414K Sell
2,646
-216
-8% -$38K 0.13% 109
2026
Q1 		$534K Sell
2,862
-48
-2% -$9.95K 0.2% 86
2025
Q4 		$771K Sell
2,910
-431
-13% -$107K 0.28% 67
2025
Q3 		$792K Sell
3,341
-3,575
-52% -$902K 0.29% 62
2025
Q2 		$1.89M Buy
6,916
+1,540
+29% +$412K 0.82% 21
2025
Q1 		$1.44M Buy
5,376
+935
+21% +$291K 0.76% 27
2024
Q4 		$1.48M Buy
+4,441
New +$1.42M 0.8% 24

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

Aventura Private Wealth's CRM Position: Q2 2026 in Review

Aventura Private Wealth reduced its Salesforce (CRM) stake by 7.5% in Q2 2026, selling an estimated $38K and leaving 2,646 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #109.

Aventura Private Wealth first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.89M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aventura Private Wealth held 2,646 shares of Salesforce worth $414K as of Q2 2026.
  • Aventura Private Wealth sold 216 Salesforce shares in Q2 2026, an estimated $38K.
  • Salesforce made up 0.13% of Aventura Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Aventura Private Wealth first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Salesforce position peaked at $1.89M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.