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Avion Wealth’s Salesforce CRM Stock Holding History

Avion 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 		$60K Buy
384
+154
+67% +$27.1K 0.01% 223
2026
Q1 		$42K Buy
230
+101
+78% +$20.9K 0.01% 226
2025
Q4 		$34K Buy
129
+50
+63% +$12.4K 0.01% 260
2025
Q3 		$18K Sell
79
-26
-25% -$6.56K ﹤0.01% 351
2025
Q2 		$28K Sell
105
-91
-46% -$24.3K 0.01% 264
2025
Q1 		$65K Hold
196
– – 0.02% 167
2024
Q4 		$65K Buy
196
+101
+106% +$32.2K 0.02% 167
2024
Q3 		$26K Sell
95
-1
-1% -$256 0.01% 228
2024
Q2 		$24K Buy
96
+33
+52% +$8.83K 0.01% 223
2024
Q1 		$19K Buy
63
+11
+21% +$3.17K 0.01% 225
2023
Q4 		$14K Sell
52
-7
-12% -$1.58K ﹤0.01% 242
2023
Q3 		$11K Buy
59
+13
+28% +$2.81K ﹤0.01% 255
2023
Q2 		$9K Buy
46
+39
+557% +$7.96K ﹤0.01% 298
2023
Q1 		$0 Hold
7
– – ﹤0.01% 574
2022
Q4 		$1K Hold
7
– – ﹤0.01% 405
2022
Q3 		$1K Sell
7
-50
-88% -$8.48K ﹤0.01% 430
2022
Q2 		$9K Buy
+57
New +$10.1K ﹤0.01% 267
2021
Q1 		– Sell
-391
Closed -$87K – 355
2020
Q4 		$87K Buy
+391
New +$95.1K 0.03% 85

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

Avion Wealth's CRM Position: Q2 2026 in Review

Avion Wealth increased its Salesforce (CRM) stake by 67% in Q2 2026, buying an estimated $27.1K and bringing the position to 384 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #223.

Avion Wealth first reported a position in CRM in Q4 2020 and has held it in 18 quarters since. The position peaked at $87K in Q4 2020. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Avion Wealth held 384 shares of Salesforce worth $60K as of Q2 2026.
  • Avion Wealth bought 154 Salesforce shares in Q2 2026, an estimated $27.1K.
  • Salesforce made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #223 holding.
  • Avion Wealth first reported a position in Salesforce in Q4 2020 and has held it in 18 quarters since.
  • Avion Wealth's Salesforce position peaked at $87K in Q4 2020.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.