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Avory & Company’s Salesforce CRM Stock Holding History

Avory & Company’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 		– Sell
-1,228
Closed -$229K – 33
2026
Q1 		$229K Sell
1,228
-1,367
-53% -$283K 0.3% 28
2025
Q4 		$687K Buy
+2,595
New +$645K 0.44% 15
2025
Q3 		– Sell
-738
Closed -$201K – 35
2025
Q2 		$201K Sell
738
-14
-2% -$3.74K 0.12% 31
2025
Q1 		$202K Sell
752
-24
-3% -$7.46K 0.13% 29
2024
Q4 		$260K Sell
776
-187
-19% -$59.7K 0.15% 24
2024
Q3 		$264K Sell
963
-35
-4% -$8.96K 0.16% 24
2024
Q2 		$257K Sell
998
-228
-19% -$61K 0.18% 25
2024
Q1 		$369K Sell
1,226
-348
-22% -$100K 0.25% 24
2023
Q4 		$414K Sell
1,574
-402
-20% -$91K 0.29% 20
2023
Q3 		$401K Sell
1,976
-1,097
-36% -$237K 0.34% 18
2023
Q2 		$649K Sell
3,073
-767
-20% -$157K 0.49% 18
2023
Q1 		$767K Buy
3,840
+399
+12% +$67.4K 0.53% 17
2022
Q4 		$456K Buy
3,441
+60
+2% +$8.76K 0.37% 20
2022
Q3 		$486K Sell
3,381
-302
-8% -$51.2K 0.41% 19
2022
Q2 		$608K Buy
+3,683
New +$651K 0.52% 19

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

Avory & Company's CRM Position: Q2 2026 in Review

Avory & Company sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,228 shares — an estimated $229K sold.

Avory & Company first reported a position in CRM in Q2 2022 and held it in 15 quarters. The position peaked at $767K in Q1 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Avory & Company reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Avory & Company sold 1,228 Salesforce shares in Q2 2026, an estimated $229K.
  • Avory & Company first reported a position in Salesforce in Q2 2022 and held it in 15 quarters.
  • Avory & Company's Salesforce position peaked at $767K in Q1 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.