VFG
CRM icon

Valley Financial Group’s Salesforce CRM Stock Holding History

Valley Financial 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
Q1 		$230K Buy
+1,234
New +$256K 0.12% 55

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valley Financial Group's CRM Position: Q1 2026 in Review

Valley Financial Group opened a new position in Salesforce (CRM) in Q1 2026: 1,234 shares worth $230K. The stake represents 0.12% of the portfolio and ranks #55 among its holdings.

2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Valley Financial Group held 1,234 shares of Salesforce worth $230K as of Q1 2026.
  • Salesforce was a new Valley Financial Group position in Q1 2026.
  • Salesforce made up 0.12% of Valley Financial Group's portfolio in Q1 2026, its #55 holding.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Valley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.