Aviva’s Salesforce CRM Stock Holding History

Aviva’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	$120M	Sell	764,961 -62,577	-8%	-$11M	0.18%	104
2026 Q1	$154M	Buy	827,538 +23,214	+3%	+$4.81M	0.26%	70
2025 Q4	$213M	Sell	804,324 -35,858	-4%	-$8.91M	0.36%	47
2025 Q3	$199M	Buy	840,182 +44,278	+6%	+$11.2M	0.36%	44
2025 Q2	$217M	Buy	795,904 +51,175	+7%	+$13.7M	0.45%	33
2025 Q1	$200M	Buy	744,729 +166,511	+29%	+$51.8M	0.48%	32
2024 Q4	$193M	Buy	578,218 +5,787	+1%	+$1.85M	0.5%	30
2024 Q3	$157M	Buy	572,431 +13,229	+2%	+$3.39M	0.41%	39
2024 Q2	$144M	Buy	559,202 +96,120	+21%	+$25.7M	0.4%	42
2024 Q1	$139M	Buy	463,082 +7,409	+2%	+$2.14M	0.46%	37
2023 Q4	$120M	Buy	455,673 +33,957	+8%	+$7.69M	0.43%	40
2023 Q3	$85.5M	Buy	421,716 +6,951	+2%	+$1.5M	0.36%	46
2023 Q2	$87.6M	Buy	414,765 +189,961	+85%	+$38.8M	0.36%	49
2023 Q1	$44.9M	Sell	224,804 -195,078	-46%	-$33M	0.2%	109
2022 Q4	$55.7M	Buy	419,882 +34,823	+9%	+$5.08M	0.27%	64
2022 Q3	$55.4M	Sell	385,059 -82,493	-18%	-$14M	0.32%	51
2022 Q2	$77.2M	Buy	467,552 +75,366	+19%	+$13.3M	0.41%	37
2022 Q1	$83.3M	Sell	392,186 -193,733	-33%	-$41.7M	0.42%	36
2021 Q4	$149M	Buy	585,919 +58,284	+11%	+$16.4M	0.62%	24
2021 Q3	$143M	Sell	527,635 -89,821	-15%	-$22.8M	0.64%	26
2021 Q2	$151M	Buy	617,456 +28,968	+5%	+$6.68M	0.66%	25
2021 Q1	$125M	Buy	588,488 +47,173	+9%	+$10.5M	0.61%	28
2020 Q4	$120M	Buy	541,315 +23,542	+5%	+$5.73M	0.63%	28
2020 Q3	$130M	Sell	517,773 -34,625	-6%	-$7.58M	0.77%	24
2020 Q2	$103M	Sell	552,398 -128,501	-19%	-$21.7M	0.65%	31
2020 Q1	$98M	Buy	680,899 +6,952	+1%	+$1.19M	0.72%	27
2019 Q4	$110M	Buy	673,947 +51,363	+8%	+$8.05M	0.66%	36
2019 Q3	$92.4M	Buy	622,584 +126,723	+26%	+$19.3M	0.63%	35
2019 Q2	$75.2M	Buy	495,861 +3,145	+0.6%	+$493K	0.52%	47
2019 Q1	$78M	Buy	492,716 +8,224	+2%	+$1.27M	0.52%	47
2018 Q4	$66.4M	Sell	484,492 -48,451	-9%	-$6.66M	0.49%	48
2018 Q3	$84.8M	Sell	532,943 -20,367	-4%	-$3.02M	0.46%	53
2018 Q2	$75.5M	Buy	553,310 +6,678	+1%	+$852K	0.45%	49
2018 Q1	$63.6M	Sell	546,632 -27,846	-5%	-$3.2M	0.39%	64
2017 Q4	$58.7M	Sell	574,478 -49,293	-8%	-$5.02M	0.33%	74
2017 Q3	$58.3M	Sell	623,771 -35,160	-5%	-$3.23M	0.31%	76
2017 Q2	$57M	Buy	658,931 +36,415	+6%	+$3.17M	0.32%	71
2017 Q1	$51.4M	Sell	622,516 -13,181	-2%	-$1.05M	0.29%	76
2016 Q4	$43.5M	Buy	635,697 +124,306	+24%	+$9.02M	0.26%	90
2016 Q3	$36.5M	Buy	511,391 +89,335	+21%	+$6.97M	0.23%	98
2016 Q2	$33.5M	Buy	422,056 +86,230	+26%	+$6.77M	0.23%	99
2016 Q1	$24.8M	Buy	335,826 +7,423	+2%	+$511K	0.18%	119
2015 Q4	$25.7M	Sell	328,403 -1,426	-0.4%	-$111K	0.2%	113
2015 Q3	$22.9M	Sell	329,829 -7,694	-2%	-$545K	0.19%	124
2015 Q2	$23.5M	Buy	337,523 +28,538	+9%	+$2.03M	0.17%	143
2015 Q1	$20.6M	Buy	308,985 +78,397	+34%	+$4.86M	0.14%	162
2014 Q4	$13.7M	Sell	230,588 -590	-0.3%	-$34.8K	0.11%	226
2014 Q3	$13.3M	Sell	231,178 -350	-0.2%	-$19.7K	0.11%	222
2014 Q2	$13.4M	Buy	231,528 +4,269	+2%	+$231K	0.1%	229
2014 Q1	$13M	Buy	227,259 +13,521	+6%	+$808K	0.11%	216
2013 Q4	$11.8M	Buy	213,738 +59,720	+39%	+$3.19M	0.1%	232
2013 Q3	$8M	Buy	154,018 +42,388	+38%	+$1.92M	0.07%	304
2013 Q2	$4.26M	Buy	+111,630	New	+$4.61M	0.04%	394

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aviva's CRM Position: Q2 2026 in Review

Aviva reduced its Salesforce (CRM) stake by 7.6% in Q2 2026, selling an estimated $11M and leaving 764,961 shares worth $120M. The position accounts for 0.18% of the portfolio, ranked #104.

Aviva first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $217M in Q2 2025. 2,466 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Aviva held 764,961 shares of Salesforce worth $120M as of Q2 2026.
Aviva sold 62,577 Salesforce shares in Q2 2026, an estimated $11M.
Salesforce made up 0.18% of Aviva's portfolio in Q2 2026, its #104 holding.
Aviva first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
Aviva's Salesforce position peaked at $217M in Q2 2025.
2,466 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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