VVP
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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
Q3 		$7.78M Buy
33,909
+1,705
+5% +$352K 0.2% 122
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Venture Visionary Partners's CRM Position: Q3 2026 in Review

Venture Visionary Partners increased its Salesforce (CRM) stake by 5.3% in Q3 2026, buying an estimated $352K and bringing the position to 33,909 shares worth $7.78M. The position accounts for 0.2% of the portfolio, ranked #122.

Venture Visionary Partners first reported a position in CRM in Q4 2019 and has held it in 28 quarters since. The position peaked at $8.49M in Q4 2024. 215 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Venture Visionary Partners held 33,909 shares of Salesforce worth $7.78M as of Q3 2026.
  • Venture Visionary Partners bought 1,705 Salesforce shares in Q3 2026, an estimated $352K.
  • Salesforce made up 0.2% of Venture Visionary Partners's portfolio in Q3 2026, its #122 holding.
  • Venture Visionary Partners first reported a position in Salesforce in Q4 2019 and has held it in 28 quarters since.
  • Venture Visionary Partners's Salesforce position peaked at $8.49M in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.