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Aveo Capital Partners’s Salesforce CRM Stock Holding History

Aveo Capital 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
2025
Q2 		– Sell
-913
Closed -$254K – 34
2025
Q1 		$254K Sell
913
-850
-48% -$264K 0.04% 156
2024
Q4 		$589K Buy
1,763
+118
+7% +$37.7K 0.06% 181
2024
Q3 		$450K Buy
1,645
+166
+11% +$42.5K 0.05% 214
2024
Q2 		$380K Sell
1,479
-238
-14% -$63.7K 0.04% 229
2024
Q1 		$470K Buy
1,717
+112
+7% +$32.3K 0.05% 227
2023
Q4 		$422K Buy
1,605
+496
+45% +$112K 0.05% 226
2023
Q3 		$225K Buy
1,109
+100
+10% +$21.6K 0.03% 309
2023
Q2 		$213K Buy
+1,009
New +$206K 0.03% 319
2022
Q3 		– Sell
-1,298
Closed -$214K – 274
2022
Q2 		$214K Buy
1,298
+42
+3% +$7.42K 0.04% 250
2022
Q1 		$267K Sell
1,256
-16
-1% -$3.44K 0.05% 233
2021
Q4 		$323K Buy
1,272
+34
+3% +$9.55K 0.06% 212
2021
Q3 		$336K Buy
1,238
+372
+43% +$94.5K 0.07% 197
2021
Q2 		$212K Buy
+866
New +$200K 0.05% 248

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aveo Capital Partners's CRM Position: Q2 2025 in Review

Aveo Capital Partners sold out of Salesforce (CRM) in Q2 2025, closing a stake of 913 shares — an estimated $254K sold.

Aveo Capital Partners first reported a position in CRM in Q2 2021 and held it in 13 quarters. The position peaked at $589K in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Aveo Capital Partners reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 913 Salesforce shares in Q2 2025, an estimated $254K.
  • Aveo Capital Partners first reported a position in Salesforce in Q2 2021 and held it in 13 quarters.
  • Aveo Capital Partners's Salesforce position peaked at $589K in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.