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Aviance Capital Partners’s Salesforce CRM Stock Holding History

Aviance 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
2026
Q2 		$352K Sell
2,250
-155
-6% -$27.3K 0.04% 305
2026
Q1 		$449K Buy
2,405
+428
+22% +$88.7K 0.05% 256
2025
Q4 		$524K Sell
1,977
-11
-0.6% -$2.73K 0.06% 226
2025
Q3 		$471K Buy
1,988
+55
+3% +$13.9K 0.06% 243
2025
Q2 		$527K Buy
1,933
+76
+4% +$20.3K 0.07% 219
2025
Q1 		$498K Hold
1,857
– – 0.07% 218
2024
Q4 		$621K Sell
1,857
-4,940
-73% -$1.58M 0.09% 192
2024
Q3 		$1.86M Buy
6,797
+33
+0.5% +$8.45K 0.25% 97
2024
Q2 		$1.74M Sell
6,764
-257
-4% -$68.8K 0.25% 98
2024
Q1 		$2.11M Buy
7,021
+1,100
+19% +$317K 0.31% 79
2023
Q4 		$1.56M Sell
5,921
-1,495
-20% -$338K 0.33% 71
2023
Q3 		$1.5M Sell
7,416
-1,018
-12% -$220K 0.34% 77
2023
Q2 		$1.78M Buy
8,434
+2,166
+35% +$442K 0.38% 65
2023
Q1 		$1.25M Buy
+6,268
New +$1.06M 0.28% 105
2022
Q1 		– Sell
-920
Closed -$234K – 254
2021
Q4 		$234K Sell
920
-98
-10% -$27.5K 0.04% 238
2021
Q3 		$276K Sell
1,018
-90
-8% -$22.9K 0.05% 226
2021
Q2 		$271K Buy
+1,108
New +$255K 0.05% 227
2021
Q1 		– Sell
-20,711
Closed -$4.61M – 267
2020
Q4 		$4.61M Buy
20,711
+111
+0.5% +$27K 0.93% 22
2020
Q3 		$5.18M Buy
20,600
+3,000
+17% +$657K 1.17% 13
2020
Q2 		$3.3M Buy
17,600
+6,969
+66% +$1.17M 0.81% 28
2020
Q1 		$1.53M Buy
10,631
+31
+0.3% +$5.32K 0.48% 52
2019
Q4 		$1.72M Buy
10,600
+198
+2% +$31K 0.44% 63
2019
Q3 		$1.54M Buy
10,402
+102
+1% +$15.5K 0.45% 64
2019
Q2 		$1.56M Buy
10,300
+300
+3% +$47K 0.43% 56
2019
Q1 		$1.58M Buy
10,000
+5,000
+100% +$775K 0.45% 49
2018
Q4 		$684K Hold
5,000
– – 0.24% 118
2018
Q3 		$795K Hold
5,000
– – 0.19% 127
2018
Q2 		$682K Buy
+5,000
New +$638K 0.2% 136

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

Aviance Capital Partners's CRM Position: Q2 2026 in Review

Aviance Capital Partners reduced its Salesforce (CRM) stake by 6.4% in Q2 2026, selling an estimated $27.3K and leaving 2,250 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #305.

Aviance Capital Partners first reported a position in CRM in Q2 2018 and has held it in 28 quarters since. The position peaked at $5.18M in Q3 2020. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aviance Capital Partners held 2,250 shares of Salesforce worth $352K as of Q2 2026.
  • Aviance Capital Partners sold 155 Salesforce shares in Q2 2026, an estimated $27.3K.
  • Salesforce made up 0.04% of Aviance Capital Partners's portfolio in Q2 2026, its #305 holding.
  • Aviance Capital Partners first reported a position in Salesforce in Q2 2018 and has held it in 28 quarters since.
  • Aviance Capital Partners's Salesforce position peaked at $5.18M in Q3 2020.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.