HVIA
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Hudson Valley Investment Advisors’s Salesforce CRM Stock Holding History

Hudson Valley Investment 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 		$4.32M Sell
27,549
-2,368
-8% -$416K 0.52% 51
2026
Q1 		$5.58M Sell
29,917
-1,592
-5% -$330K 0.72% 37
2025
Q4 		$8.35M Sell
31,509
-4,172
-12% -$1.04M 0.92% 29
2025
Q3 		$8.46M Buy
35,681
+123
+0.3% +$31K 0.88% 36
2025
Q2 		$9.7M Sell
35,558
-4,186
-11% -$1.12M 1.06% 24
2025
Q1 		$10.7M Buy
39,744
+3,253
+9% +$1.01M 1.27% 22
2024
Q4 		$12.2M Sell
36,491
-3,252
-8% -$1.04M 1.38% 18
2024
Q3 		$10.9M Buy
39,743
+12,294
+45% +$3.15M 1.2% 27
2024
Q2 		$7.16M Buy
27,449
+79
+0.3% +$21.1K 0.93% 35
2024
Q1 		$8.24M Buy
27,370
+3,941
+17% +$1.14M 0.99% 35
2023
Q4 		$6.11M Sell
23,429
-3,298
-12% -$746K 0.84% 39
2023
Q3 		$5.42M Sell
26,727
-1,869
-7% -$404K 0.76% 42
2023
Q2 		$6.04M Sell
28,596
-890
-3% -$182K 0.82% 36
2023
Q1 		$5.89M Buy
29,486
+7,033
+31% +$1.19M 0.82% 36
2022
Q4 		$2.98M Sell
22,453
-9,375
-29% -$1.37M 0.45% 65
2022
Q3 		$4.58M Buy
31,828
+1,149
+4% +$195K 0.73% 37
2022
Q2 		$5.06M Sell
30,679
-1,940
-6% -$343K 0.79% 39
2022
Q1 		$6.93M Sell
32,619
-1,367
-4% -$294K 0.93% 31
2021
Q4 		$8.64M Buy
33,986
+1,192
+4% +$335K 1.35% 20
2021
Q3 		$8.89M Buy
32,794
+138
+0.4% +$35K 1.53% 18
2021
Q2 		$7.98M Sell
32,656
-702
-2% -$162K 1.39% 19
2021
Q1 		$7.07M Buy
33,358
+217
+0.7% +$48.3K 1.26% 24
2020
Q4 		$7.38M Buy
33,141
+894
+3% +$217K 1.41% 21
2020
Q3 		$8.1M Buy
32,247
+419
+1% +$91.7K 1.75% 15
2020
Q2 		$5.96M Sell
31,828
-62
-0.2% -$10.4K 1.39% 20
2020
Q1 		$4.59M Buy
31,890
+1,481
+5% +$254K 1.27% 23
2019
Q4 		$4.95M Buy
30,409
+1,023
+3% +$160K 1.06% 33
2019
Q3 		$4.36M Buy
29,386
+1,615
+6% +$245K 1.01% 36
2019
Q2 		$4.21M Buy
27,771
+736
+3% +$115K 0.98% 37
2019
Q1 		$4.28M Buy
27,035
+4,355
+19% +$675K 1.04% 33
2018
Q4 		$3.11M Buy
+22,680
New +$3.12M 0.72% 45

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Hudson Valley Investment Advisors's CRM Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Salesforce (CRM) stake by 7.9% in Q2 2026, selling an estimated $416K and leaving 27,549 shares worth $4.32M. The position accounts for 0.52% of the portfolio, ranked #51.

Hudson Valley Investment Advisors first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $12.2M in Q4 2024. 1,090 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Hudson Valley Investment Advisors held 27,549 shares of Salesforce worth $4.32M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 2,368 Salesforce shares in Q2 2026, an estimated $416K.
  • Salesforce made up 0.52% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Hudson Valley Investment Advisors first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Hudson Valley Investment Advisors's Salesforce position peaked at $12.2M in Q4 2024.
  • 1,090 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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