Valicenti Advisory Services’s Salesforce CRM Stock Holding History

Valicenti Advisory Services’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	$1.73M	Sell	11,040 -148	-1%	-$26K	0.33%	56
2026 Q1	$2.09M	Sell	11,188 -164	-1%	-$34K	0.46%	51
2025 Q4	$3.01M	Sell	11,352 -200	-2%	-$49.7K	0.63%	40
2025 Q3	$2.74M	Buy	11,552 +418	+4%	+$105K	0.59%	44
2025 Q2	$3.04M	Buy	+11,134	New	+$2.98M	0.71%	42

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Valicenti Advisory Services's CRM Position: Q2 2026 in Review

Valicenti Advisory Services reduced its Salesforce (CRM) stake by 1.3% in Q2 2026, selling an estimated $26K and leaving 11,040 shares worth $1.73M. The position accounts for 0.33% of the portfolio, ranked #56.

Valicenti Advisory Services first reported a position in CRM in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.04M in Q2 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Valicenti Advisory Services held 11,040 shares of Salesforce worth $1.73M as of Q2 2026.
Valicenti Advisory Services sold 148 Salesforce shares in Q2 2026, an estimated $26K.
Salesforce made up 0.33% of Valicenti Advisory Services's portfolio in Q2 2026, its #56 holding.
Valicenti Advisory Services first reported a position in Salesforce in Q2 2025 and has held it in 5 quarters since.
Valicenti Advisory Services's Salesforce position peaked at $3.04M in Q2 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Valicenti Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.