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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Aviso Financial's CRM Position: Q1 2026 in Review

Aviso Financial reduced its Salesforce (CRM) stake by 64% in Q1 2026, selling an estimated $224K and leaving 605 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Aviso Financial first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.84M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Aviso Financial held 605 shares of Salesforce worth $113K as of Q1 2026.
Aviso Financial sold 1,081 Salesforce shares in Q1 2026, an estimated $224K.
Salesforce made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #235 holding.
Aviso Financial first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's Salesforce position peaked at $1.84M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.