Valley Wealth Managers
CRM icon

Valley Wealth Managers’s Salesforce CRM Stock Holding History

Valley Wealth Managers’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 		$29.2M Sell
127,153
-912
-0.7% -$188K 1.66% 17
2026
Q2 		$20.1M Buy
128,065
+53,361
+71% +$9.38M 1.16% 36
2026
Q1 		$13.9M Sell
74,704
-2,200
-3% -$456K 0.9% 45
2025
Q4 		$20.4M Sell
76,904
-4,145
-5% -$1.03M 1.31% 31
2025
Q3 		$19.2M Buy
+81,049
New +$20.4M 1.27% 39
2024
Q3 		– Sell
-80
Closed -$20.6K – 412
2024
Q2 		$20.6K Buy
+80
New +$21.4K ﹤0.01% 259
2023
Q1 		– Sell
-29
Closed -$3.84K – 364
2022
Q4 		$3.84K Buy
+29
New +$4.23K ﹤0.01% 322

Other funds holding CRM

Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Valley Wealth Managers's CRM Position: Q3 2026 in Review

Valley Wealth Managers reduced its Salesforce (CRM) stake by 0.71% in Q3 2026, selling an estimated $188K and leaving 127,153 shares worth $29.2M. The position accounts for 1.66% of the portfolio, ranked #17.

Valley Wealth Managers first reported a position in CRM in Q4 2022 and has held it in 7 quarters since. 633 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Valley Wealth Managers held 127,153 shares of Salesforce worth $29.2M as of Q3 2026.
  • Valley Wealth Managers sold 912 Salesforce shares in Q3 2026, an estimated $188K.
  • Salesforce made up 1.66% of Valley Wealth Managers's portfolio in Q3 2026, its #17 holding.
  • Valley Wealth Managers first reported a position in Salesforce in Q4 2022 and has held it in 7 quarters since.
  • 633 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.