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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
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
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 Wealth Managers's CRM Position: Q1 2026 in Review

Valley Wealth Managers reduced its Salesforce (CRM) stake by 2.9% in Q1 2026, selling an estimated $456K and leaving 74,704 shares worth $13.9M. The position accounts for 0.9% of the portfolio, ranked #45.

Valley Wealth Managers first reported a position in CRM in Q4 2022 and has held it in 5 quarters since. The position peaked at $20.4M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Valley Wealth Managers held 74,704 shares of Salesforce worth $13.9M as of Q1 2026.
  • Valley Wealth Managers sold 2,200 Salesforce shares in Q1 2026, an estimated $456K.
  • Salesforce made up 0.9% of Valley Wealth Managers's portfolio in Q1 2026, its #45 holding.
  • Valley Wealth Managers first reported a position in Salesforce in Q4 2022 and has held it in 5 quarters since.
  • Valley Wealth Managers's Salesforce position peaked at $20.4M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.