Valicenti Advisory Services
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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
Q3 		– Sell
-11,040
Closed -$1.73M – 82
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Valicenti Advisory Services's CRM Position: Q3 2026 in Review

Valicenti Advisory Services sold out of Salesforce (CRM) in Q3 2026, closing a stake of 11,040 shares — an estimated $1.73M sold.

Valicenti Advisory Services first reported a position in CRM in Q2 2025 and held it in 5 quarters. The position peaked at $3.04M in Q2 2025. 1,598 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Valicenti Advisory Services reported no remaining Salesforce position as of Q3 2026 after selling out during the quarter.
  • Valicenti Advisory Services sold 11,040 Salesforce shares in Q3 2026, an estimated $1.73M.
  • Valicenti Advisory Services first reported a position in Salesforce in Q2 2025 and held it in 5 quarters.
  • Valicenti Advisory Services's Salesforce position peaked at $3.04M in Q2 2025.
  • 1,598 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Valicenti Advisory Services's 13F filing for Q3 2026, filed 23 Oct 2026.