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Valeo Financial Advisors’s Salesforce CRM Stock Holding History

Valeo Financial 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
2025
Q3 		– Sell
-100
Closed -$2.96K – 844
2025
Q2 		$2.96K Buy
+100
New +$26.7K ﹤0.01% 782
2021
Q2 		– Sell
-200
Closed -$14K – 785
2021
Q1 		$14K Buy
+200
New +$44.5K ﹤0.01% 1269
2020
Q3 		– Sell
-100
Closed -$19K – 1704
2020
Q2 		$19K Buy
+100
New +$16.9K ﹤0.01% 1072

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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. 1,212 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.
  • 1,212 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.