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Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in Salesforce, Inc.

Yes. Aptus Capital Advisors holds 43,060 shares of CRM (Salesforce), worth $6.7M, as of its Q2 2026 13F filing. It reduced the position by 5,874 shares (-12.0%) from Q1 2026. Aptus Capital Advisors has held CRM since Q3 2020, across 24 quarterly 13F filings.

Current Value

$6.7M

Current Shares

43,060

Total Value Change

+$4.3M

Total Shares Change

+34,143

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
43,060
-12.0%
$6.7M0.0%$156.66
0
2026-Q1
Decreased
48,934
-16.1%
$9.1M0.1%$185.72
0
2025-Q4
Increased
58,295
+28.9%
$15.4M0.1%$263.57
42
2025-Q3
Increased
45,230
+186.1%
$10.7M0.1%$235.42
45
2025-Q2
Decreased
15,807
-67.6%
$4.3M0.0%$270.40
0
2025-Q1
Increased
48,821
+267.3%
$13.1M0.1%$265.27
54
2024-Q4
Increased
13,292
+49.1%
$4.4M0.0%$330.48
37
2024-Q3
Increased
8,917
+24.0%
$2.4M0.0%$270.25
32

Other major holders of CRM: VANGUARD GROUP INC, BlackRock, Inc.

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