Valley National Advisers’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.48M | Sell |
9,449
-11
| -0.1% | -$1.93K | 0.16% | 113 |
|
|
2026
Q1 | $1.76M | Sell |
9,460
-372
| -4% | -$77.1K | 0.23% | 93 |
|
|
2025
Q4 | $2.6M | Sell |
9,832
-939
| -9% | -$233K | 0.36% | 56 |
|
|
2025
Q3 | $2.55M | Buy |
10,771
+1,031
| +11% | +$260K | 0.4% | 52 |
|
|
2025
Q2 | $2.65M | Buy |
9,740
+96
| +1% | +$25.7K | 0.43% | 51 |
|
|
2025
Q1 | $2.59M | Buy |
9,644
+313
| +3% | +$97.4K | 0.47% | 45 |
|
|
2024
Q4 | $3.12M | Buy |
9,331
+127
| +1% | +$40.5K | 0.56% | 36 |
|
|
2024
Q3 | $2.52M | Buy |
9,204
+6,754
| +276% | +$1.73M | 0.45% | 53 |
|
|
2024
Q2 | $629K | Sell |
2,450
-348
| -12% | -$93.1K | 0.09% | 144 |
|
|
2024
Q1 | $842K | Buy |
2,798
+335
| +14% | +$96.7K | 0.13% | 128 |
|
|
2023
Q4 | $648K | Buy |
2,463
+96
| +4% | +$21.7K | 0.1% | 139 |
|
|
2023
Q3 | $480K | Buy |
2,367
+129
| +6% | +$27.9K | 0.08% | 162 |
|
|
2023
Q2 | $473K | Buy |
2,238
+109
| +5% | +$22.3K | 0.08% | 176 |
|
|
2023
Q1 | $415K | Buy |
2,129
+132
| +7% | +$22.3K | 0.07% | 186 |
|
|
2022
Q4 | $289K | Sell |
1,997
-14
| -0.7% | -$2.04K | 0.05% | 217 |
|
|
2022
Q3 | $309K | Sell |
2,011
-100
| -5% | -$17K | 0.06% | 204 |
|
|
2022
Q2 | $373K | Buy |
2,111
+494
| +31% | +$87.3K | 0.08% | 175 |
|
|
2022
Q1 | $343K | Buy |
1,617
+6
| +0.4% | +$1.29K | 0.07% | 187 |
|
|
2021
Q4 | $409K | Buy |
1,611
+147
| +10% | +$41.3K | 0.08% | 173 |
|
|
2021
Q3 | $397K | Buy |
1,464
+130
| +10% | +$33K | 0.07% | 174 |
|
|
2021
Q2 | $326K | Sell |
1,334
-5
| -0.4% | -$1.15K | 0.06% | 185 |
|
|
2021
Q1 | $284K | Sell |
1,339
-6
| -0.4% | -$1.34K | 0.06% | 188 |
|
|
2020
Q4 | $299K | Sell |
1,345
-24
| -2% | -$5.84K | 0.06% | 176 |
|
|
2020
Q3 | $344K | Hold |
1,369
| – | – | 0.08% | 148 |
|
|
2020
Q2 | $256K | Buy |
1,369
+39
| +3% | +$6.57K | 0.06% | 167 |
|
|
2020
Q1 | $191K | Sell |
1,330
-1,781
| -57% | -$305K | 0.05% | 174 |
|
|
2019
Q4 | $506K | Buy |
3,111
+70
| +2% | +$11K | 0.13% | 122 |
|
|
2019
Q3 | $451K | Hold |
3,041
| – | – | 0.12% | 122 |
|
|
2019
Q2 | $461K | Buy |
3,041
+539
| +22% | +$84.5K | 0.13% | 121 |
|
|
2019
Q1 | $396K | Sell |
2,502
-539
| -18% | -$83.5K | 0.11% | 130 |
|
|
2018
Q4 | $417K | Hold |
3,041
| – | – | 0.14% | 117 |
|
|
2018
Q3 | $484K | Hold |
3,041
| – | – | 0.17% | 115 |
|
|
2018
Q2 | $415K | Buy |
3,041
+1,146
| +60% | +$146K | 0.16% | 121 |
|
|
2018
Q1 | $220K | Buy |
1,895
+945
| +99% | +$109K | 0.08% | 153 |
|
|
2017
Q4 | $97K | Buy |
950
+749
| +373% | +$76.3K | 0.03% | 206 |
|
|
2017
Q3 | $19K | Hold |
201
| – | – | 0.01% | 340 |
|
|
2017
Q2 | $17K | Hold |
201
| – | – | 0.01% | 340 |
|
|
2017
Q1 | $17K | Hold |
201
| – | – | 0.01% | 340 |
|
|
2016
Q4 | $14K | Buy |
201
+1
| +0.5% | +$73 | 0.01% | 358 |
|
|
2016
Q3 | $14K | Hold |
200
| – | – | 0.01% | 336 |
|
|
2016
Q2 | $16K | Hold |
200
| – | – | 0.01% | 328 |
|
|
2016
Q1 | $15K | Hold |
200
| – | – | 0.01% | 334 |
|
|
2015
Q4 | $16K | Hold |
200
| – | – | 0.01% | 324 |
|
|
2015
Q3 | $14K | Hold |
200
| – | – | 0.01% | 336 |
|
|
2015
Q2 | $14K | Hold |
200
| – | – | 0.01% | 347 |
|
|
2015
Q1 | $13K | Buy |
+200
| New | +$12.4K | 0.01% | 349 |
|
Other funds holding CRM
Valley National Advisers's CRM Position: Q2 2026 in Review
Valley National Advisers reduced its Salesforce (CRM) stake by 0.12% in Q2 2026, selling an estimated $1.93K and leaving 9,449 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #113.
Valley National Advisers first reported a position in CRM in Q1 2015 and has held it in 46 quarters since. The position peaked at $3.12M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Valley National Advisers held 9,449 shares of Salesforce worth $1.48M as of Q2 2026.
- Valley National Advisers sold 11 Salesforce shares in Q2 2026, an estimated $1.93K.
- Salesforce made up 0.16% of Valley National Advisers's portfolio in Q2 2026, its #113 holding.
- Valley National Advisers first reported a position in Salesforce in Q1 2015 and has held it in 46 quarters since.
- Valley National Advisers's Salesforce position peaked at $3.12M in Q4 2024.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.