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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Venture Visionary Partners's CRM Position: Q1 2026 in Review

Venture Visionary Partners increased its Salesforce (CRM) stake by 60% in Q1 2026, buying an estimated $2.59M and bringing the position to 33,544 shares worth $6.26M. The position accounts for 0.21% of the portfolio, ranked #117.

Venture Visionary Partners first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.49M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Venture Visionary Partners held 33,544 shares of Salesforce worth $6.26M as of Q1 2026.
  • Venture Visionary Partners bought 12,514 Salesforce shares in Q1 2026, an estimated $2.59M.
  • Salesforce made up 0.21% of Venture Visionary Partners's portfolio in Q1 2026, its #117 holding.
  • Venture Visionary Partners first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • Venture Visionary Partners's Salesforce position peaked at $8.49M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.