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CVA Family Office’s Salesforce CRM Stock Holding History

CVA Family Office’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 		$243K Sell
1,554
-394
-20% -$69.3K 0.02% 305
2026
Q1 		$364K Buy
1,948
+396
+26% +$82K 0.04% 218
2025
Q4 		$411K Sell
1,552
-145
-9% -$36K 0.05% 195
2025
Q3 		$402K Sell
1,697
-67
-4% -$16.9K 0.05% 198
2025
Q2 		$481K Sell
1,764
-121
-6% -$32.3K 0.07% 174
2025
Q1 		$506K Buy
1,885
+81
+4% +$25.2K 0.08% 163
2024
Q4 		$603K Buy
1,804
+190
+12% +$60.6K 0.1% 135
2024
Q3 		$442K Buy
1,614
+132
+9% +$33.8K 0.07% 163
2024
Q2 		$381K Buy
1,482
+58
+4% +$15.5K 0.07% 165
2024
Q1 		$429K Buy
1,424
+5
+0.4% +$1.44K 0.08% 162
2023
Q4 		$373K Hold
1,419
– – 0.07% 164
2023
Q3 		$288K Buy
1,419
+69
+5% +$14.9K 0.07% 175
2023
Q2 		$285K Buy
1,350
+145
+12% +$29.6K 0.06% 177
2023
Q1 		$241K Buy
1,205
+696
+137% +$118K 0.05% 193
2022
Q4 		$67.5K Buy
509
+179
+54% +$26.1K 0.02% 353
2022
Q3 		$47K Sell
330
-1,361
-80% -$231K 0.01% 381
2022
Q2 		$279K Sell
1,691
-448
-21% -$79.2K 0.08% 134
2022
Q1 		$454K Buy
2,139
+422
+25% +$90.8K 0.11% 106
2021
Q4 		$436K Buy
1,717
+1,708
+18,978% +$480K 0.11% 105
2021
Q3 		$2K Sell
9
-1,709
-99% -$434K ﹤0.01% 342
2021
Q2 		$420K Buy
1,718
+1,254
+270% +$289K 0.12% 104
2021
Q1 		$98K Buy
464
+455
+5,056% +$101K 0.04% 182
2020
Q4 		$2K Hold
9
– – ﹤0.01% 338
2020
Q3 		$2K Buy
+9
New +$1.97K ﹤0.01% 342

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

CVA Family Office's CRM Position: Q2 2026 in Review

CVA Family Office reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $69.3K and leaving 1,554 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #305.

CVA Family Office first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $603K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • CVA Family Office held 1,554 shares of Salesforce worth $243K as of Q2 2026.
  • CVA Family Office sold 394 Salesforce shares in Q2 2026, an estimated $69.3K.
  • Salesforce made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #305 holding.
  • CVA Family Office first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • CVA Family Office's Salesforce position peaked at $603K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.