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Great Valley Advisor Group’s Salesforce CRM Stock Holding History

Great Valley Advisor Group’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
Q1 		$2.89M Sell
15,480
-20,842
-57% -$4.32M 0.05% 305
2025
Q4 		$9.62M Buy
36,322
+3,237
+10% +$804K 0.18% 115
2025
Q3 		$7.84M Sell
33,085
-14,234
-30% -$3.59M 0.16% 133
2025
Q2 		$12.9M Sell
47,319
-12,882
-21% -$3.44M 0.29% 87
2025
Q1 		$16.2M Sell
60,201
-5,302
-8% -$1.65M 0.35% 72
2024
Q4 		$21.9M Sell
65,503
-2,418
-4% -$772K 0.49% 48
2024
Q3 		$18.6M Buy
67,921
+9,644
+17% +$2.47M 0.46% 58
2024
Q2 		$15M Buy
58,277
+7,488
+15% +$2M 0.42% 64
2024
Q1 		$15.3M Buy
50,789
+18,279
+56% +$5.27M 0.46% 59
2023
Q4 		$8.56M Buy
32,510
+8,446
+35% +$1.91M 0.3% 84
2023
Q3 		$4.88M Sell
24,064
-3,676
-13% -$794K 0.2% 121
2023
Q2 		$5.86M Buy
27,740
+834
+3% +$170K 0.25% 109
2023
Q1 		$5.38M Sell
26,906
-6,079
-18% -$1.03M 0.25% 104
2022
Q4 		$4.37M Buy
32,985
+220
+0.7% +$32.1K 0.22% 109
2022
Q3 		$4.71M Buy
32,765
+4,272
+15% +$724K 0.26% 92
2022
Q2 		$4.7M Buy
28,493
+8,926
+46% +$1.58M 0.26% 97
2022
Q1 		$4.2M Buy
19,567
+2,732
+16% +$588K 0.24% 103
2021
Q4 		$4.3M Buy
16,835
+321
+2% +$90.2K 0.27% 98
2021
Q3 		$4.48M Buy
16,514
+808
+5% +$205K 0.31% 84
2021
Q2 		$3.8M Sell
15,706
-231
-1% -$53.2K 0.28% 93
2021
Q1 		$3.38M Buy
15,937
+380
+2% +$84.6K 0.33% 73
2020
Q4 		$3.46M Buy
15,557
+354
+2% +$86.1K 0.36% 64
2020
Q3 		$3.82M Buy
15,203
+5,545
+57% +$1.21M 0.47% 51
2020
Q2 		$1.81M Buy
9,658
+3,080
+47% +$519K 0.3% 93
2020
Q1 		$948K Buy
6,578
+304
+5% +$52.1K 0.25% 120
2019
Q4 		$1.02M Sell
6,274
-1,635
-21% -$256K 0.23% 133
2019
Q3 		$1.17M Buy
7,909
+1,383
+21% +$210K 0.28% 105
2019
Q2 		$990K Buy
6,526
+713
+12% +$112K 0.25% 126
2019
Q1 		$921K Buy
5,813
+294
+5% +$45.6K 0.29% 102
2018
Q4 		$756K Buy
+5,519
New +$759K 0.28% 90

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Great Valley Advisor Group's CRM Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Salesforce (CRM) stake by 57% in Q1 2026, selling an estimated $4.32M and leaving 15,480 shares worth $2.89M. The position accounts for 0.05% of the portfolio, ranked #305.

Great Valley Advisor Group first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $21.9M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Great Valley Advisor Group held 15,480 shares of Salesforce worth $2.89M as of Q1 2026.
  • Great Valley Advisor Group sold 20,842 Salesforce shares in Q1 2026, an estimated $4.32M.
  • Salesforce made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #305 holding.
  • Great Valley Advisor Group first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's Salesforce position peaked at $21.9M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.