VA
CRM icon

Valmark Advisers’s Salesforce CRM Stock Holding History

Valmark Advisers’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 		$556K Sell
3,548
-656
-16% -$115K 0.01% 481
2026
Q1 		$785K Sell
4,204
-68
-2% -$14.1K 0.01% 391
2025
Q4 		$1.13M Buy
4,272
+75
+2% +$18.6K 0.01% 324
2025
Q3 		$995K Buy
4,197
+393
+10% +$99.1K 0.01% 335
2025
Q2 		$1.04M Buy
3,804
+44
+1% +$11.8K 0.01% 327
2025
Q1 		$1.01M Sell
3,760
-176
-4% -$54.7K 0.02% 310
2024
Q4 		$1.32M Buy
3,936
+902
+30% +$288K 0.02% 270
2024
Q3 		$830K Buy
3,034
+377
+14% +$96.6K 0.01% 336
2024
Q2 		$683K Sell
2,657
-703
-21% -$188K 0.01% 345
2024
Q1 		$1.01M Buy
3,360
+1,170
+53% +$338K 0.02% 269
2023
Q4 		$576K Buy
2,190
+51
+2% +$11.5K 0.01% 329
2023
Q3 		$434K Hold
2,139
– – 0.01% 345
2023
Q2 		$452K Sell
2,139
-214
-9% -$43.7K 0.01% 347
2023
Q1 		$470K Buy
2,353
+5
+0.2% +$845 0.01% 331
2022
Q4 		$311K Sell
2,348
-164
-7% -$23.9K 0.01% 362
2022
Q3 		$361K Sell
2,512
-30
-1% -$5.09K 0.01% 324
2022
Q2 		$420K Buy
2,542
+15
+0.6% +$2.65K 0.01% 312
2022
Q1 		$537K Buy
2,527
+144
+6% +$31K 0.01% 291
2021
Q4 		$606K Sell
2,383
-295
-11% -$82.9K 0.01% 262
2021
Q3 		$726K Buy
2,678
+193
+8% +$49K 0.01% 234
2021
Q2 		$607K Buy
+2,485
New +$573K 0.01% 268

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Valmark Advisers's CRM Position: Q2 2026 in Review

Valmark Advisers reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $115K and leaving 3,548 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #481.

Valmark Advisers first reported a position in CRM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.32M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Valmark Advisers held 3,548 shares of Salesforce worth $556K as of Q2 2026.
  • Valmark Advisers sold 656 Salesforce shares in Q2 2026, an estimated $115K.
  • Salesforce made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #481 holding.
  • Valmark Advisers first reported a position in Salesforce in Q2 2021 and has held it in 21 quarters since.
  • Valmark Advisers's Salesforce position peaked at $1.32M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.