CV Advisors’s Salesforce CRM Stock Holding History

CV 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 Q3	$230K	Sell	1,000 -700	-41%	-$144K	0.04%	107
2026 Q2	$266K	Buy	+1,700	New	+$299K	0.05%	115
2024 Q3	–	Sell	-1,000	Closed	-$257K	–	22
2024 Q2	$257K	Hold	1,000	–	–	0.13%	18
2024 Q1	$301K	Hold	1,000	–	–	0.17%	18
2023 Q4	$263K	Hold	1,000	–	–	0.18%	19
2023 Q3	$203K	Hold	1,000	–	–	0.15%	20
2023 Q2	$211K	Buy	+1,000	New	+$204K	0.16%	20
2022 Q2	–	Sell	-1,100	Closed	-$233K	–	24
2022 Q1	$233K	Hold	1,100	–	–	0.16%	25
2021 Q4	$280K	Buy	+1,100	New	+$309K	0.16%	27

Other funds holding CRM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

CV Advisors's CRM Position: Q3 2026 in Review

CV Advisors reduced its Salesforce (CRM) stake by 41% in Q3 2026, selling an estimated $144K and leaving 1,000 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #107.

CV Advisors first reported a position in CRM in Q4 2021 and has held it in 9 quarters since. The position peaked at $301K in Q1 2024. 1,548 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

CV Advisors held 1,000 shares of Salesforce worth $230K as of Q3 2026.
CV Advisors sold 700 Salesforce shares in Q3 2026, an estimated $144K.
Salesforce made up 0.04% of CV Advisors's portfolio in Q3 2026, its #107 holding.
CV Advisors first reported a position in Salesforce in Q4 2021 and has held it in 9 quarters since.
CV Advisors's Salesforce position peaked at $301K in Q1 2024.
1,548 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.