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 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	-$3.85K	–	364
2022 Q4	$3.85K	Buy	+29	New	+$4.23K	﹤0.01%	322

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Valley Wealth Managers's CRM Position: Q2 2026 in Review

Valley Wealth Managers increased its Salesforce (CRM) stake by 71% in Q2 2026, buying an estimated $9.38M and bringing the position to 128,065 shares worth $20.1M. The position accounts for 1.16% of the portfolio, ranked #36.

Valley Wealth Managers first reported a position in CRM in Q4 2022 and has held it in 6 quarters since. The position peaked at $20.4M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Valley Wealth Managers held 128,065 shares of Salesforce worth $20.1M as of Q2 2026.
Valley Wealth Managers bought 53,361 Salesforce shares in Q2 2026, an estimated $9.38M.
Salesforce made up 1.16% of Valley Wealth Managers's portfolio in Q2 2026, its #36 holding.
Valley Wealth Managers first reported a position in Salesforce in Q4 2022 and has held it in 6 quarters since.
Valley Wealth Managers's Salesforce position peaked at $20.4M in Q4 2025.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.