GA
CRM icon

GoalVest Advisory’s Salesforce CRM Stock Holding History

GoalVest Advisory’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 		$127K Hold
813
– – 0.02% 141
2026
Q1 		$152K Sell
813
-105
-11% -$21.8K 0.03% 157
2025
Q4 		$243K Buy
918
+169
+23% +$42K 0.05% 136
2025
Q3 		$178K Hold
749
– – 0.04% 138
2025
Q2 		$204K Buy
749
+82
+12% +$21.9K 0.05% 126
2025
Q1 		$179K Sell
667
-2
-0.3% -$622 0.05% 124
2024
Q4 		$224K Sell
669
-282
-30% -$90K 0.06% 106
2024
Q3 		$260K Buy
951
+64
+7% +$16.4K 0.07% 95
2024
Q2 		$228K Sell
887
-45
-5% -$12K 0.07% 94
2024
Q1 		$281K Buy
932
+622
+201% +$179K 0.09% 89
2023
Q4 		$81.6K Buy
310
+64
+26% +$14.5K 0.04% 102
2023
Q3 		$49.9K Buy
246
+27
+12% +$5.83K 0.03% 144
2023
Q2 		$46.3K Hold
219
– – 0.02% 144
2023
Q1 		$43.8K Sell
219
-72
-25% -$12.2K 0.03% 120
2022
Q4 		$38.6K Hold
291
– – 0.02% 120
2022
Q3 		$42K Sell
291
-4,032
-93% -$684K 0.03% 121
2022
Q2 		$744K Sell
4,323
-3
-0.1% -$530 0.47% 71
2022
Q1 		$918K Buy
+4,326
New +$931K 0.52% 54
2021
Q2 		$980K Sell
4,010
-4,688
-54% -$1.08M 0.61% 49
2021
Q1 		$1.84M Buy
8,698
+1,824
+27% +$406K 1.37% 18
2020
Q4 		$1.53M Buy
+6,874
New +$1.67M 1.29% 22

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
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
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GoalVest Advisory's CRM Position: Q2 2026 in Review

GoalVest Advisory held its Salesforce (CRM) position steady in Q2 2026 at 813 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #141.

GoalVest Advisory first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.84M in Q1 2021. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • GoalVest Advisory held 813 shares of Salesforce worth $127K as of Q2 2026.
  • GoalVest Advisory left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #141 holding.
  • GoalVest Advisory first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Salesforce position peaked at $1.84M in Q1 2021.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.