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Aviso Financial’s Salesforce CRM Stock Holding History

Aviso Financial’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 		$177K Buy
1,128
+523
+86% +$92K 0.01% 201
2026
Q1 		$113K Sell
605
-1,081
-64% -$224K ﹤0.01% 235
2025
Q4 		$447K Sell
1,686
-3,204
-66% -$796K 0.02% 194
2025
Q3 		$1.16M Buy
4,890
+1
+0% +$252 0.05% 151
2025
Q2 		$1.33M Buy
4,889
+666
+16% +$178K 0.06% 130
2025
Q1 		$1.13M Sell
4,223
-1,277
-23% -$397K 0.06% 138
2024
Q4 		$1.84M Buy
5,500
+21
+0.4% +$6.7K 0.09% 101
2024
Q3 		$1.5M Buy
5,479
+412
+8% +$106K 0.07% 112
2024
Q2 		$1.3M Buy
+5,067
New +$1.36M 0.07% 112

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

Aviso Financial's CRM Position: Q2 2026 in Review

Aviso Financial increased its Salesforce (CRM) stake by 86% in Q2 2026, buying an estimated $92K and bringing the position to 1,128 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #201.

Aviso Financial first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aviso Financial held 1,128 shares of Salesforce worth $177K as of Q2 2026.
  • Aviso Financial bought 523 Salesforce shares in Q2 2026, an estimated $92K.
  • Salesforce made up 0.01% of Aviso Financial's portfolio in Q2 2026, its #201 holding.
  • Aviso Financial first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Salesforce position peaked at $1.84M in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.