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 Q2	$705K	Sell	4,500 -5,500	-55%	-$967K	0.04%	311
2026 Q1	$1.87M	Buy	10,000 +500	+5%	+$104K	0.12%	136
2025 Q4	$2.52M	Buy	9,500 +4,700	+98%	+$1.17M	0.16%	102
2025 Q3	$1.14M	Sell	4,800 -1,500	-24%	-$378K	0.07%	199
2025 Q2	$1.72M	Sell	6,300 -700	-10%	-$187K	0.12%	134
2025 Q1	$1.88M	Buy	+7,000	New	+$2.18M	0.16%	109
2024 Q3	–	Sell	-11,000	Closed	-$2.83M	–	477
2024 Q2	$2.83M	Buy	+11,000	New	+$2.94M	0.29%	65
2022 Q3	–	Sell	-3,000	Closed	-$495K	–	289
2022 Q2	$495K	Sell	3,000 -4,500	-60%	-$795K	0.12%	121
2022 Q1	$1.59M	Sell	7,500 -20,000	-73%	-$4.3M	0.25%	82
2021 Q4	$7.02M	Buy	27,500 +4,000	+17%	+$1.12M	0.86%	23
2021 Q3	$6.37M	Buy	23,500 +2,500	+12%	+$635K	0.82%	25
2021 Q2	$5.13M	Buy	+21,000	New	+$4.84M	0.69%	34

Other funds holding CRM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 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. 983 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.
983 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.