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Tennessee Valley Asset Management Partners’s Salesforce CRM Stock Holding History

Tennessee Valley Asset Management Partners’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 		$449K Buy
2,404
+235
+11% +$48.7K 0.06% 123
2025
Q4 		$575K Buy
2,169
+48
+2% +$11.9K 0.07% 106
2025
Q3 		$503K Buy
2,121
+263
+14% +$66.3K 0.07% 108
2025
Q2 		$507K Buy
1,858
+52
+3% +$13.9K 0.13% 50
2025
Q1 		$485K Buy
1,806
+6
+0.3% +$1.87K 0.08% 99
2024
Q4 		$602K Buy
1,800
+2
+0.1% +$638 0.1% 84
2024
Q3 		$492K Sell
1,798
-32
-2% -$8.2K 0.08% 96
2024
Q2 		$471K Buy
1,830
+9
+0.5% +$2.41K 0.09% 93
2024
Q1 		$549K Sell
1,821
-1,737
-49% -$501K 0.13% 72
2023
Q4 		$936K Buy
3,558
+1,802
+103% +$408K 0.13% 79
2023
Q3 		$356K Hold
1,756
– – 0.12% 83
2023
Q2 		$371K Buy
1,756
+38
+2% +$7.76K 0.12% 82
2023
Q1 		$343K Buy
1,718
+62
+4% +$10.5K 0.11% 80
2022
Q4 		$220K Sell
1,656
-117
-7% -$17.1K 0.08% 100
2022
Q3 		$255K Hold
1,773
– – 0.1% 85
2022
Q2 		$293K Buy
1,773
+175
+11% +$30.9K 0.11% 67
2022
Q1 		$339K Sell
1,598
-15
-0.9% -$3.23K 0.11% 63
2021
Q4 		$410K Buy
1,613
+151
+10% +$42.4K 0.14% 50
2021
Q3 		$397K Buy
+1,462
New +$371K 0.15% 55
2021
Q2 		– Sell
-2,350
Closed -$498K – 38
2021
Q1 		$498K Buy
2,350
+536
+30% +$119K 0.13% 62
2020
Q4 		$404K Buy
+1,814
New +$441K 0.1% 67

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

Tennessee Valley Asset Management Partners's CRM Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its Salesforce (CRM) stake by 11% in Q1 2026, buying an estimated $48.7K and bringing the position to 2,404 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #123.

Tennessee Valley Asset Management Partners first reported a position in CRM in Q4 2020 and has held it in 21 quarters since. The position peaked at $936K in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Tennessee Valley Asset Management Partners held 2,404 shares of Salesforce worth $449K as of Q1 2026.
  • Tennessee Valley Asset Management Partners bought 235 Salesforce shares in Q1 2026, an estimated $48.7K.
  • Salesforce made up 0.06% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #123 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Salesforce in Q4 2020 and has held it in 21 quarters since.
  • Tennessee Valley Asset Management Partners's Salesforce position peaked at $936K in Q4 2023.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.