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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
Q2 		$546K Buy
3,482
+350
+11% +$61.5K 0.19% 87
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
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 Wealth Management's CRM Position: Q2 2026 in Review

Aviso Wealth Management increased its Salesforce (CRM) stake by 11% in Q2 2026, buying an estimated $61.5K and bringing the position to 3,482 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #87.

Aviso Wealth Management first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $907K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Aviso Wealth Management held 3,482 shares of Salesforce worth $546K as of Q2 2026.
  • Aviso Wealth Management bought 350 Salesforce shares in Q2 2026, an estimated $61.5K.
  • Salesforce made up 0.19% of Aviso Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Aviso Wealth Management first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Salesforce position peaked at $907K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.