Oliver Lagore Vanvalin Investment Group’s Salesforce CRM Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$21.5K	Buy	+80	New	+$21.4K	0.01%	331
2024 Q4	$22.4K	Hold	67	–	–	0.01%	347
2024 Q3	$18.3K	Hold	67	–	–	﹤0.01%	352
2024 Q2	$17.2K	Hold	67	–	–	﹤0.01%	354
2024 Q1	$20.2K	Sell	67 -35	-34%	-$10.1K	0.01%	341
2023 Q4	$26.8K	Sell	102 -57	-36%	-$12.9K	0.01%	283
2023 Q3	$32.2K	Sell	159 -24	-13%	-$5.19K	0.01%	285
2023 Q2	$38.6K	Sell	183 -29	-14%	-$5.92K	0.01%	279
2023 Q1	$42.3K	Sell	212 -24	-10%	-$4.05K	0.02%	206
2022 Q4	$31.2K	Buy	236 +8	+4%	+$1.17K	0.02%	221
2022 Q3	$33K	Sell	228 -33	-13%	-$5.6K	0.02%	200
2022 Q2	$43K	Sell	261 -103	-28%	-$18.2K	0.03%	188
2022 Q1	$78K	Sell	364 -19,466	-98%	-$4.19M	0.05%	148
2021 Q4	$5.04M	Buy	+19,830	New	+$5.57M	0.36%	43

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CRM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Salesforce (CRM) in Q2 2025: 80 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CRM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CRM in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.04M in Q4 2021. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 80 shares of Salesforce worth $21.5K as of Q2 2025.
Salesforce was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Salesforce made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #331 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Salesforce in Q4 2021 and has held it in 14 quarters since.
Oliver Lagore Vanvalin Investment Group's Salesforce position peaked at $5.04M in Q4 2021.
2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.