VVP
CRM icon

Venture Visionary Partners’s Salesforce CRM Stock Holding History

Venture Visionary Partners’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 		$5.05M Sell
32,204
-1,340
-4% -$236K 0.14% 153
2026
Q1 		$6.26M Buy
33,544
+12,514
+60% +$2.59M 0.21% 117
2025
Q4 		$5.58M Sell
21,030
-1,481
-7% -$368K 0.18% 119
2025
Q3 		$5.34M Buy
22,511
+171
+0.8% +$43.1K 0.18% 120
2025
Q2 		$6.09M Buy
22,340
+964
+5% +$258K 0.23% 104
2025
Q1 		$5.74M Sell
21,376
-4,028
-16% -$1.25M 0.24% 107
2024
Q4 		$8.49M Buy
25,404
+2,262
+10% +$722K 0.36% 72
2024
Q3 		$6.33M Sell
23,142
-143
-0.6% -$36.6K 0.28% 94
2024
Q2 		$5.99M Buy
23,285
+387
+2% +$104K 0.28% 97
2024
Q1 		$6.9M Sell
22,898
-517
-2% -$149K 0.33% 80
2023
Q4 		$6.16M Buy
23,415
+6,262
+37% +$1.42M 0.32% 83
2023
Q3 		$3.48M Sell
17,153
-1,275
-7% -$275K 0.21% 116
2023
Q2 		$3.89M Sell
18,428
-650
-3% -$133K 0.23% 111
2023
Q1 		$3.81M Buy
19,078
+1,080
+6% +$182K 0.24% 105
2022
Q4 		$2.39M Sell
17,998
-253
-1% -$36.9K 0.17% 121
2022
Q3 		$2.63M Sell
18,251
-4,571
-20% -$775K 0.21% 107
2022
Q2 		$3.77M Buy
22,822
+194
+0.9% +$34.3K 0.29% 79
2022
Q1 		$4.8M Buy
22,628
+837
+4% +$180K 0.32% 72
2021
Q4 		$5.54M Buy
21,791
+439
+2% +$123K 0.36% 66
2021
Q3 		$5.79M Buy
21,352
+16,094
+306% +$4.09M 0.41% 56
2021
Q2 		$1.28M Sell
5,258
-16,841
-76% -$3.88M 0.1% 176
2021
Q1 		$4.68M Buy
22,099
+851
+4% +$189K 0.39% 59
2020
Q4 		$4.73M Buy
21,248
+5,173
+32% +$1.26M 0.52% 41
2020
Q3 		$4.04M Hold
16,075
– – 0.98% 23
2020
Q2 		$3.01M Buy
16,075
+5,199
+48% +$876K 0.88% 28
2020
Q1 		$1.56M Hold
10,876
– – 0.59% 31
2019
Q4 		$1.77M Buy
+10,876
New +$1.7M 0.54% 30

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

Venture Visionary Partners's CRM Position: Q2 2026 in Review

Venture Visionary Partners reduced its Salesforce (CRM) stake by 4% in Q2 2026, selling an estimated $236K and leaving 32,204 shares worth $5.05M. The position accounts for 0.14% of the portfolio, ranked #153.

Venture Visionary Partners first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.49M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Venture Visionary Partners held 32,204 shares of Salesforce worth $5.05M as of Q2 2026.
  • Venture Visionary Partners sold 1,340 Salesforce shares in Q2 2026, an estimated $236K.
  • Salesforce made up 0.14% of Venture Visionary Partners's portfolio in Q2 2026, its #153 holding.
  • Venture Visionary Partners first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Venture Visionary Partners's Salesforce position peaked at $8.49M in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.