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 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

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

FWIA

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CV Advisors's CRM Position: Q2 2026 in Review

CV Advisors opened a new position in Salesforce (CRM) in Q2 2026: 1,700 shares worth $266K. The stake represents 0.05% of the portfolio and ranks #115 among its holdings. This is a return to the name: CV Advisors previously reported a position in CRM as recently as Q2 2024.

CV Advisors first reported a position in CRM in Q4 2021 and has held it in 8 quarters since. The position peaked at $301K in Q1 2024. 557 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

CV Advisors held 1,700 shares of Salesforce worth $266K as of Q2 2026.
Salesforce was a new CV Advisors position in Q2 2026.
Salesforce made up 0.05% of CV Advisors's portfolio in Q2 2026, its #115 holding.
CV Advisors first reported a position in Salesforce in Q4 2021 and has held it in 8 quarters since.
CV Advisors's Salesforce position peaked at $301K in Q1 2024.
557 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.