Avior Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.89M | Buy |
18,465
+229
| +1% | +$40.3K | 0.08% | 209 |
|
|
2026
Q1 | $3.4M | Buy |
18,236
+1,995
| +12% | +$413K | 0.1% | 181 |
|
|
2025
Q4 | $4.3M | Buy |
16,241
+465
| +3% | +$116K | 0.13% | 126 |
|
|
2025
Q3 | $3.74M | Sell |
15,776
-767
| -5% | -$193K | 0.12% | 131 |
|
|
2025
Q2 | $4.51M | Buy |
16,543
+1,402
| +9% | +$375K | 0.16% | 109 |
|
|
2025
Q1 | $4.06M | Sell |
15,141
-2,556
| -14% | -$795K | 0.15% | 112 |
|
|
2024
Q4 | $5.92M | Sell |
17,697
-1,826
| -9% | -$583K | 0.22% | 82 |
|
|
2024
Q3 | $5.34M | Buy |
19,523
+166
| +0.9% | +$42.5K | 0.21% | 85 |
|
|
2024
Q2 | $4.97M | Sell |
19,357
-154
| -0.8% | -$41.2K | 0.21% | 84 |
|
|
2024
Q1 | $5.88M | Buy |
19,511
+1,265
| +7% | +$365K | 0.27% | 72 |
|
|
2023
Q4 | $4.8M | Buy |
18,246
+438
| +2% | +$99.1K | 0.29% | 68 |
|
|
2023
Q3 | $3.61M | Buy |
17,808
+1,223
| +7% | +$264K | 0.24% | 78 |
|
|
2023
Q2 | $3.5M | Sell |
16,585
-151
| -0.9% | -$30.8K | 0.23% | 83 |
|
|
2023
Q1 | $3.34M | Buy |
16,736
+1,445
| +9% | +$244K | 0.23% | 87 |
|
|
2022
Q4 | $2.03M | Buy |
15,291
+1,560
| +11% | +$228K | 0.15% | 117 |
|
|
2022
Q3 | $1.97M | Sell |
13,731
-19
| -0.1% | -$3.22K | 0.16% | 110 |
|
|
2022
Q2 | $2.27M | Sell |
13,750
-207
| -1% | -$36.6K | 0.23% | 92 |
|
|
2022
Q1 | $2.96M | Sell |
13,957
-189
| -1% | -$40.7K | 0.26% | 86 |
|
|
2021
Q4 | $3.59M | Buy |
14,146
+626
| +5% | +$176K | 0.3% | 73 |
|
|
2021
Q3 | $3.67M | Buy |
13,520
+264
| +2% | +$67K | 0.3% | 65 |
|
|
2021
Q2 | $3.24M | Sell |
13,256
-794
| -6% | -$183K | 0.33% | 64 |
|
|
2021
Q1 | $2.98M | Buy |
14,050
+286
| +2% | +$63.7K | 0.32% | 73 |
|
|
2020
Q4 | $3.06M | Sell |
13,764
-498
| -3% | -$121K | 0.38% | 64 |
|
|
2020
Q3 | $3.58M | Buy |
14,262
+2,274
| +19% | +$498K | 0.51% | 44 |
|
|
2020
Q2 | $2.09M | Buy |
11,988
+2,157
| +22% | +$363K | 0.33% | 73 |
|
|
2020
Q1 | $1.29M | Buy |
9,831
+4,201
| +75% | +$720K | 0.25% | 103 |
|
|
2019
Q4 | $778K | Buy |
5,630
+282
| +5% | +$44.2K | 0.12% | 167 |
|
|
2019
Q3 | $668K | Sell |
5,348
-198
| -4% | -$30.1K | 0.12% | 176 |
|
|
2019
Q2 | $713K | Buy |
5,546
+1,499
| +37% | +$235K | 0.13% | 157 |
|
|
2019
Q1 | $640K | Buy |
4,047
+1,470
| +57% | +$228K | 0.14% | 160 |
|
|
2018
Q4 | $350K | Buy |
2,577
+310
| +14% | +$42.6K | 0.08% | 220 |
|
|
2018
Q3 | $361K | Buy |
2,267
+2,100
| +1,257% | +$312K | 0.08% | 232 |
|
|
2018
Q2 | $23K | Sell |
167
-12
| -7% | -$1.53K | 0.01% | 529 |
|
|
2018
Q1 | $21K | Hold |
179
| – | – | ﹤0.01% | 540 |
|
|
2017
Q4 | $18K | Buy |
179
+12
| +7% | +$1.22K | ﹤0.01% | 553 |
|
|
2017
Q3 | $16K | Hold |
167
| – | – | 0.01% | 295 |
|
|
2017
Q2 | $14K | Sell |
167
-30
| -15% | -$2.61K | 0.01% | 285 |
|
|
2017
Q1 | $14K | Buy |
197
+155
| +369% | +$12.4K | ﹤0.01% | 325 |
|
|
2016
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 427 |
|
|
2016
Q3 | $3K | Buy |
+42
| New | +$3.28K | ﹤0.01% | 407 |
|
Other funds holding CRM
Avior Wealth Management's CRM Position: Q2 2026 in Review
Avior Wealth Management increased its Salesforce (CRM) stake by 1.3% in Q2 2026, buying an estimated $40.3K and bringing the position to 18,465 shares worth $2.89M. The position accounts for 0.08% of the portfolio, ranked #209.
Avior Wealth Management first reported a position in CRM in Q3 2016 and has held it in 40 quarters since. The position peaked at $5.92M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Avior Wealth Management held 18,465 shares of Salesforce worth $2.89M as of Q2 2026.
- Avior Wealth Management bought 229 Salesforce shares in Q2 2026, an estimated $40.3K.
- Salesforce made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #209 holding.
- Avior Wealth Management first reported a position in Salesforce in Q3 2016 and has held it in 40 quarters since.
- Avior Wealth Management's Salesforce position peaked at $5.92M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.