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Avestar Capital’s Salesforce CRM Stock Holding History

Avestar Capital’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
Q1 		– Sell
-3,700
Closed -$980K – 521
2025
Q4 		$980K Sell
3,700
-7,300
-66% -$1.81M 0.06% 223
2025
Q3 		$2.61M Buy
11,000
+9,000
+450% +$2.27M 0.17% 103
2025
Q2 		$545K Sell
2,000
-2,200
-52% -$588K 0.04% 315
2025
Q1 		$1.13M Buy
4,200
+600
+17% +$187K 0.1% 175
2024
Q4 		$1.2M Buy
3,600
+700
+24% +$223K 0.1% 153
2024
Q3 		$794K Sell
2,900
-1,000
-26% -$256K 0.08% 188
2024
Q2 		$1M Sell
3,900
-2,400
-38% -$642K 0.1% 148
2024
Q1 		$1.9M Buy
6,300
+5,900
+1,475% +$1.7M 0.2% 100
2023
Q4 		$105K Sell
400
-800
-67% -$181K 0.01% 377
2023
Q3 		$243K Sell
1,200
-1,600
-57% -$346K 0.03% 290
2023
Q2 		$592K Buy
2,800
+1,800
+180% +$367K 0.09% 134
2023
Q1 		$200K Sell
1,000
-1,000
-50% -$169K 0.04% 294
2022
Q4 		$265K Buy
+2,000
New +$292K 0.05% 230
2022
Q2 		– Sell
-5,000
Closed -$1.06M – 312
2022
Q1 		$1.06M Sell
5,000
-2,200
-31% -$473K 0.17% 120
2021
Q4 		$1.84M Sell
7,200
-1,100
-13% -$309K 0.22% 93
2021
Q3 		$2.25M Buy
8,300
+1,300
+19% +$330K 0.29% 74
2021
Q2 		$1.71M Buy
+7,000
New +$1.61M 0.23% 106

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Avestar Capital's CRM Position: Q2 2026 in Review

Avestar Capital reduced its Salesforce (CRM) stake by 24% in Q2 2026, selling an estimated $340K and leaving 6,137 shares worth $963K. The position accounts for 0.05% of the portfolio, ranked #253.

Avestar Capital first reported a position in CRM in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.46M in Q3 2021. 999 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Avestar Capital held 6,137 shares of Salesforce worth $963K as of Q2 2026.
  • Avestar Capital sold 1,932 Salesforce shares in Q2 2026, an estimated $340K.
  • Salesforce made up 0.05% of Avestar Capital's portfolio in Q2 2026, its #253 holding.
  • Avestar Capital first reported a position in Salesforce in Q4 2017 and has held it in 35 quarters since.
  • Avestar Capital's Salesforce position peaked at $5.46M in Q3 2021.
  • 999 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.