Costello Asset Management’s Salesforce CRM Stock Holding History

Costello Asset 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	$23.2K	Hold	148	–	–	0.01%	383
2026 Q1	$27.7K	Buy	148 +119	+410%	+$24.7K	0.01%	333
2025 Q4	$7.72K	Buy	29 +14	+93%	+$3.48K	﹤0.01%	495
2025 Q3	$3.59K	Hold	15	–	–	﹤0.01%	579
2025 Q2	$4.12K	Sell	15 -29	-66%	-$7.75K	﹤0.01%	573
2025 Q1	$11.8K	Sell	44 -25	-36%	-$7.78K	﹤0.01%	436
2024 Q4	$23.1K	Hold	69	–	–	0.02%	121
2024 Q3	$18.9K	Hold	69	–	–	0.01%	127
2024 Q2	$17.7K	Hold	69	–	–	0.01%	114
2024 Q1	$20.8K	Hold	69	–	–	0.01%	123
2023 Q4	$18.2K	Hold	69	–	–	0.02%	121
2023 Q3	$14K	Hold	69	–	–	0.01%	131
2023 Q2	$14.6K	Hold	69	–	–	0.01%	130
2023 Q1	$13.8K	Hold	69	–	–	0.01%	138
2022 Q4	$9.15K	Sell	69 -74	-52%	-$10.8K	0.01%	155
2022 Q3	$21K	Hold	143	–	–	0.02%	118
2022 Q2	$24K	Hold	143	–	–	0.02%	122
2022 Q1	$30K	Hold	143	–	–	0.02%	130
2021 Q4	$36K	Sell	143 -11	-7%	-$3.09K	0.02%	127
2021 Q3	$42K	Buy	154 +70	+83%	+$17.8K	0.03%	120
2021 Q2	$21K	Hold	84	–	–	0.01%	143
2021 Q1	$18K	Buy	+84	New	+$18.7K	0.01%	157

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

Costello Asset Management's CRM Position: Q2 2026 in Review

Costello Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 148 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #383.

Costello Asset Management first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $42K in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Costello Asset Management held 148 shares of Salesforce worth $23.2K as of Q2 2026.
Costello Asset Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #383 holding.
Costello Asset Management first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
Costello Asset Management's Salesforce position peaked at $42K in Q3 2021.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.