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
Q2 		$110K Buy
700
+400
+133% +$70.3K ﹤0.01% 686
2026
Q1 		$56K Buy
+300
New +$62.2K ﹤0.01% 627
2025
Q4 		– Sell
-100
Closed -$23.7K – 665
2025
Q3 		$23.7K Buy
+100
New +$25.2K ﹤0.01% 626
2025
Q2 		– Sell
-200
Closed -$53.7K – 632
2025
Q1 		$53.7K Buy
+200
New +$62.2K ﹤0.01% 559

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. 2,479 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.
  • 2,479 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.