TVAMP
CRM icon

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
Q2 		$409K Buy
2,612
+208
+9% +$36.6K 0.05% 147
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tennessee Valley Asset Management Partners's CRM Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its Salesforce (CRM) stake by 8.7% in Q2 2026, buying an estimated $36.6K and bringing the position to 2,612 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #147.

Tennessee Valley Asset Management Partners first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $936K in Q4 2023. 2,497 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 2,612 shares of Salesforce worth $409K as of Q2 2026.
  • Tennessee Valley Asset Management Partners bought 208 Salesforce shares in Q2 2026, an estimated $36.6K.
  • Salesforce made up 0.05% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #147 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Tennessee Valley Asset Management Partners's Salesforce position peaked at $936K in Q4 2023.
  • 2,497 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.