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Valley Brook Capital Group’s Salesforce CRM Stock Holding History

Valley Brook Capital Group’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 		– Sell
-1,511
Closed -$282K – 122
2026
Q1 		$282K Sell
1,511
-2,485
-62% -$515K 0.19% 91
2025
Q4 		$1.06M Sell
3,996
-609
-13% -$151K 0.7% 42
2025
Q3 		$1.09M Sell
4,605
-364
-7% -$91.8K 0.73% 40
2025
Q2 		$1.36M Buy
4,969
+260
+6% +$69.5K 1.01% 27
2025
Q1 		$1.26M Sell
4,709
-25
-0.5% -$7.78K 0.99% 31
2024
Q4 		$1.58M Sell
4,734
-45
-0.9% -$14.4K 1.18% 23
2024
Q3 		$1.31M Buy
4,779
+105
+2% +$26.9K 0.94% 32
2024
Q2 		$1.2M Buy
4,674
+320
+7% +$85.6K 0.94% 33
2024
Q1 		$1.31M Buy
4,354
+300
+7% +$86.6K 1.05% 31
2023
Q4 		$1.07M Buy
4,054
+195
+5% +$44.1K 0.93% 35
2023
Q3 		$783K Buy
3,859
+100
+3% +$21.6K 0.77% 41
2023
Q2 		$794K Sell
3,759
-40
-1% -$8.16K 0.73% 45
2023
Q1 		$759K Buy
3,799
+104
+3% +$17.6K 0.7% 48
2022
Q4 		$490K Sell
3,695
-25
-0.7% -$3.65K 0.47% 59
2022
Q3 		$535K Hold
3,720
– – 0.58% 49
2022
Q2 		$613K Sell
3,720
-344
-8% -$60.8K 0.63% 47
2022
Q1 		$862K Buy
4,064
+420
+12% +$90.4K 0.74% 43
2021
Q4 		$926K Buy
3,644
+307
+9% +$86.3K 0.8% 35
2021
Q3 		$905K Buy
3,337
+39
+1% +$9.9K 0.9% 31
2021
Q2 		$805K Buy
3,298
+1,359
+70% +$313K 0.77% 39
2021
Q1 		$417K Buy
1,939
+1,089
+128% +$242K 0.38% 62
2020
Q4 		$189K Buy
+850
New +$207K 0.19% 106

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Valley Brook Capital Group's CRM Position: Q2 2026 in Review

Valley Brook Capital Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,511 shares — an estimated $282K sold.

Valley Brook Capital Group first reported a position in CRM in Q4 2020 and held it in 22 quarters. The position peaked at $1.58M in Q4 2024. 1,435 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Valley Brook Capital Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Valley Brook Capital Group sold 1,511 Salesforce shares in Q2 2026, an estimated $282K.
  • Valley Brook Capital Group first reported a position in Salesforce in Q4 2020 and held it in 22 quarters.
  • Valley Brook Capital Group's Salesforce position peaked at $1.58M in Q4 2024.
  • 1,435 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Valley Brook Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.