Valued Wealth Advisors’s Salesforce CRM Stock Holding History

Valued Wealth Advisors’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	$10.9K	Sell	69 -28	-29%	-$4.92K	﹤0.01%	294
2026 Q1	$18.2K	Buy	97 +18	+23%	+$3.73K	0.01%	185
2025 Q4	$21K	Buy	79 +9	+13%	+$2.24K	0.01%	152
2025 Q3	$16.7K	Sell	70 -1	-1%	-$252	0.01%	170
2025 Q2	$19.4K	Sell	71 -2	-3%	-$535	0.01%	145
2025 Q1	$19.6K	Buy	73 +2	+3%	+$622	0.01%	155
2024 Q4	$23.8K	Sell	71 -22	-24%	-$7.02K	0.01%	141
2024 Q3	$25.5K	Buy	93 +13	+16%	+$3.33K	0.02%	126
2024 Q2	$20.6K	Buy	80 +6	+8%	+$1.61K	0.01%	131
2024 Q1	$22.3K	Buy	74 +31	+72%	+$8.95K	0.02%	116
2023 Q4	$8.72K	Buy	+43	New	+$9.73K	0.01%	136

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Valued Wealth Advisors's CRM Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $4.92K and leaving 69 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Valued Wealth Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $25.5K in Q3 2024. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Valued Wealth Advisors held 69 shares of Salesforce worth $10.9K as of Q2 2026.
Valued Wealth Advisors sold 28 Salesforce shares in Q2 2026, an estimated $4.92K.
Salesforce made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #294 holding.
Valued Wealth Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Salesforce position peaked at $25.5K in Q3 2024.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.