Aviso Wealth Management’s Salesforce CRM Stock Holding History

Aviso Wealth Management’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	$585K	Sell	3,132 -292	-9%	-$60.5K	0.26%	79
2025 Q4	$907K	Sell	3,424 -172	-5%	-$42.7K	0.38%	58
2025 Q3	$852K	Buy	3,596 +723	+25%	+$182K	0.37%	66
2025 Q2	$783K	Buy	2,873 +116	+4%	+$31K	0.37%	67
2025 Q1	$740K	Buy	2,757 +59	+2%	+$18.4K	0.39%	67
2024 Q4	$902K	Buy	2,698 +73	+3%	+$23.3K	0.46%	60
2024 Q3	$719K	Sell	2,625 -450	-15%	-$115K	0.39%	70
2024 Q2	$791K	Buy	3,075 +302	+11%	+$80.8K	0.47%	57
2024 Q1	$835K	Sell	2,773 -268	-9%	-$77.3K	0.53%	51
2023 Q4	$800K	Buy	+3,041	New	+$688K	0.58%	43

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 Wealth Management's CRM Position: Q1 2026 in Review

Aviso Wealth Management reduced its Salesforce (CRM) stake by 8.5% in Q1 2026, selling an estimated $60.5K and leaving 3,132 shares worth $585K. The position accounts for 0.26% of the portfolio, ranked #79.

Aviso Wealth Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $907K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Aviso Wealth Management held 3,132 shares of Salesforce worth $585K as of Q1 2026.
Aviso Wealth Management sold 292 Salesforce shares in Q1 2026, an estimated $60.5K.
Salesforce made up 0.26% of Aviso Wealth Management's portfolio in Q1 2026, its #79 holding.
Aviso Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Salesforce position peaked at $907K in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.