Central Valley Advisors’s Salesforce CRM Stock Holding History

Central Valley Advisors’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	$630K	Sell	4,022 -646	-14%	-$114K	0.16%	105
2026 Q1	$872K	Sell	4,668 -2,764	-37%	-$573K	0.24%	70
2025 Q4	$1.97M	Sell	7,432 -272	-4%	-$67.6K	0.59%	51
2025 Q3	$1.83M	Sell	7,704 -206	-3%	-$52K	0.57%	55
2025 Q2	$2.16M	Buy	7,910 +929	+13%	+$248K	0.73%	38
2025 Q1	$1.87M	Buy	6,981 +401	+6%	+$125K	0.71%	40
2024 Q4	$2.2M	Buy	6,580 +150	+2%	+$47.9K	1%	25
2024 Q3	$1.76M	Buy	6,430 +271	+4%	+$69.4K	0.99%	30
2024 Q2	$1.89M	Buy	6,159 +157	+3%	+$42K	0.81%	30
2024 Q1	$1.81M	Buy	6,002 +120	+2%	+$34.6K	0.93%	27
2023 Q4	$1.55M	Buy	+5,882	New	+$1.33M	0.91%	29

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Central Valley Advisors's CRM Position: Q2 2026 in Review

Central Valley Advisors reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $114K and leaving 4,022 shares worth $630K. The position accounts for 0.16% of the portfolio, ranked #105.

Central Valley Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Central Valley Advisors held 4,022 shares of Salesforce worth $630K as of Q2 2026.
Central Valley Advisors sold 646 Salesforce shares in Q2 2026, an estimated $114K.
Salesforce made up 0.16% of Central Valley Advisors's portfolio in Q2 2026, its #105 holding.
Central Valley Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's Salesforce position peaked at $2.2M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.