Valeo Financial Advisors’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 | $3.05M | Sell |
19,443
-1,018
| -5% | -$179K | 0.06% | 130 |
|
|
2026
Q1 | $3.82M | Sell |
20,461
-10,502
| -34% | -$2.18M | 0.09% | 103 |
|
|
2025
Q4 | $8.2M | Sell |
30,963
-2,889
| -9% | -$718K | 0.18% | 59 |
|
|
2025
Q3 | $8.02M | Sell |
33,852
-443
| -1% | -$112K | 0.18% | 61 |
|
|
2025
Q2 | $9.35M | Sell |
34,295
-46,608
| -58% | -$12.5M | 0.23% | 52 |
|
|
2025
Q1 | $9.29M | Buy |
80,903
+903
| +1% | +$281K | 0.26% | 47 |
|
|
2024
Q4 | $11.3M | Buy |
80,000
+744
| +0.9% | +$237K | 0.31% | 42 |
|
|
2024
Q3 | $9.02M | Buy |
79,256
+1,695
| +2% | +$434K | 0.26% | 49 |
|
|
2024
Q2 | $8.04M | Buy |
77,561
+5,467
| +8% | +$1.46M | 0.25% | 48 |
|
|
2024
Q1 | $7.13M | Buy |
72,094
+385
| +0.5% | +$111K | 0.26% | 50 |
|
|
2023
Q4 | $6.69M | Buy |
71,709
+255
| +0.4% | +$57.7K | 0.27% | 52 |
|
|
2023
Q3 | $5.12M | Sell |
71,454
-585
| -0.8% | -$126K | 0.23% | 59 |
|
|
2023
Q2 | $5.45M | Sell |
72,039
-2,183
| -3% | -$446K | 0.25% | 55 |
|
|
2023
Q1 | $5.59M | Sell |
74,222
-4,914
| -6% | -$830K | 0.27% | 58 |
|
|
2022
Q4 | $4.38M | Sell |
79,136
-4,203
| -5% | -$613K | 0.24% | 63 |
|
|
2022
Q3 | $5.35M | Buy |
83,339
+1,979
| +2% | +$336K | 0.34% | 41 |
|
|
2022
Q2 | $5.81M | Buy |
81,360
+6,670
| +9% | +$1.18M | 0.36% | 42 |
|
|
2022
Q1 | $6.04M | Buy |
74,690
+3,368
| +5% | +$725K | 0.31% | 51 |
|
|
2021
Q4 | $6.37M | Sell |
71,322
-243
| -0.3% | -$68.3K | 0.34% | 39 |
|
|
2021
Q3 | $6.86M | Buy |
71,565
+2,020
| +3% | +$513K | 0.39% | 38 |
|
|
2021
Q2 | $5.69M | Buy |
69,545
+268
| +0.4% | +$61.8K | 0.35% | 41 |
|
|
2021
Q1 | $4.88M | Sell |
69,277
-18,983
| -22% | -$4.23M | 0.23% | 54 |
|
|
2020
Q4 | $4.42M | Buy |
88,260
+70,026
| +384% | +$17M | 0.23% | 54 |
|
|
2020
Q3 | $4.58M | Sell |
18,234
-2,894
| -14% | -$634K | 0.4% | 38 |
|
|
2020
Q2 | $3.96M | Buy |
21,128
+2,726
| +15% | +$459K | 0.36% | 40 |
|
|
2020
Q1 | $2.84M | Buy |
18,402
+3,025
| +20% | +$519K | 0.3% | 49 |
|
|
2019
Q4 | $2.5M | Buy |
15,377
+2,767
| +22% | +$434K | 0.24% | 64 |
|
|
2019
Q3 | $1.87M | Sell |
12,610
-1,578
| -11% | -$240K | 0.21% | 73 |
|
|
2019
Q2 | $2.15M | Buy |
14,188
+2,063
| +17% | +$323K | 0.25% | 66 |
|
|
2019
Q1 | $1.92M | Buy |
12,125
+340
| +3% | +$52.7K | 0.23% | 72 |
|
|
2018
Q4 | $1.61M | Buy |
11,785
+935
| +9% | +$129K | 0.23% | 71 |
|
|
2018
Q3 | $1.49M | Buy |
10,850
+661
| +6% | +$98.1K | 0.2% | 83 |
|
|
2018
Q2 | $1.47M | Buy |
10,189
+8,235
| +421% | +$1.05M | 0.21% | 83 |
|
|
2018
Q1 | $227K | Buy |
1,954
+1,038
| +113% | +$119K | 0.04% | 241 |
|
|
2017
Q4 | $94K | Buy |
916
+384
| +72% | +$39.1K | 0.02% | 349 |
|
|
2017
Q3 | $50K | Buy |
+532
| New | +$48.9K | 0.01% | 406 |
|
Other funds holding CRM
Valeo Financial Advisors's CRM Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Salesforce (CRM) stake by 5% in Q2 2026, selling an estimated $179K and leaving 19,443 shares worth $3.05M. The position accounts for 0.06% of the portfolio, ranked #130.
Valeo Financial Advisors first reported a position in CRM in Q3 2017 and has held it in 36 quarters since. The position peaked at $11.3M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Valeo Financial Advisors held 19,443 shares of Salesforce worth $3.05M as of Q2 2026.
- Valeo Financial Advisors sold 1,018 Salesforce shares in Q2 2026, an estimated $179K.
- Salesforce made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #130 holding.
- Valeo Financial Advisors first reported a position in Salesforce in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Salesforce position peaked at $11.3M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.