Great Valley Advisor Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.37M | Sell |
15,150
-330
| -2% | -$58K | 0.04% | 362 |
|
|
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
Great Valley Advisor Group's CRM Position: Q2 2026 in Review
Great Valley Advisor Group reduced its Salesforce (CRM) stake by 2.1% in Q2 2026, selling an estimated $58K and leaving 15,150 shares worth $2.37M. The position accounts for 0.04% of the portfolio, ranked #362.
Great Valley Advisor Group first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $21.9M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Great Valley Advisor Group held 15,150 shares of Salesforce worth $2.37M as of Q2 2026.
- Great Valley Advisor Group sold 330 Salesforce shares in Q2 2026, an estimated $58K.
- Salesforce made up 0.04% of Great Valley Advisor Group's portfolio in Q2 2026, its #362 holding.
- Great Valley Advisor Group first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's Salesforce position peaked at $21.9M in Q4 2024.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.