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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
2023
Q1 		– Sell
-100
Closed -$13 – 646
2022
Q4 		$13 Buy
+100
New +$14.6K ﹤0.01% 558
2021
Q2 		– Sell
-300
Closed -$21K – 786
2021
Q1 		$21K Buy
+300
New +$66.8K ﹤0.01% 1142

Other funds holding CRM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Valeo Financial Advisors's CRM Position: Q3 2026 in Review

Valeo Financial Advisors increased its Salesforce (CRM) stake by 1.8% in Q3 2026, buying an estimated $71.4K and bringing the position to 19,789 shares worth $4.54M. The position accounts for 0.1% of the portfolio, ranked #99.

Valeo Financial Advisors first reported a position in CRM in Q3 2017 and has held it in 37 quarters since. The position peaked at $11.3M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Valeo Financial Advisors held 19,789 shares of Salesforce worth $4.54M as of Q3 2026.
  • Valeo Financial Advisors bought 346 Salesforce shares in Q3 2026, an estimated $71.4K.
  • Salesforce made up 0.1% of Valeo Financial Advisors's portfolio in Q3 2026, its #99 holding.
  • Valeo Financial Advisors first reported a position in Salesforce in Q3 2017 and has held it in 37 quarters since.
  • Valeo Financial Advisors's Salesforce position peaked at $11.3M in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.