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Visionary Wealth Advisors’s Salesforce CRM Stock Holding History

Visionary 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 		$529K Sell
3,377
-2,347
-41% -$413K 0.02% 413
2026
Q1 		$1.07M Buy
5,724
+12
+0.2% +$2.49K 0.05% 269
2025
Q4 		$1.51M Buy
5,712
+329
+6% +$81.8K 0.07% 227
2025
Q3 		$1.28M Buy
5,383
+41
+0.8% +$10.3K 0.06% 243
2025
Q2 		$1.46M Buy
5,342
+1,137
+27% +$304K 0.07% 229
2025
Q1 		$1.13M Buy
4,205
+539
+15% +$168K 0.07% 242
2024
Q4 		$1.23M Buy
3,666
+427
+13% +$136K 0.07% 229
2024
Q3 		$887K Buy
3,239
+86
+3% +$22K 0.05% 268
2024
Q2 		$811K Sell
3,153
-48
-1% -$12.8K 0.05% 263
2024
Q1 		$964K Sell
3,201
-79
-2% -$22.8K 0.07% 238
2023
Q4 		$863K Buy
3,280
+102
+3% +$23.1K 0.06% 242
2023
Q3 		$644K Sell
3,178
-59
-2% -$12.7K 0.05% 259
2023
Q2 		$684K Sell
3,237
-61
-2% -$12.5K 0.05% 250
2023
Q1 		$659K Buy
3,298
+301
+10% +$50.8K 0.06% 247
2022
Q4 		$397K Buy
2,997
+416
+16% +$60.7K 0.04% 271
2022
Q3 		$371K Sell
2,581
-364
-12% -$61.7K 0.04% 262
2022
Q2 		$486K Sell
2,945
-237
-7% -$41.9K 0.04% 243
2022
Q1 		$676K Buy
3,182
+543
+21% +$117K 0.05% 213
2021
Q4 		$671K Buy
2,639
+717
+37% +$201K 0.06% 196
2021
Q3 		$521K Sell
1,922
-616
-24% -$156K 0.05% 183
2021
Q2 		$620K Sell
2,538
-84
-3% -$19.4K 0.06% 177
2021
Q1 		$556K Buy
2,622
+1,122
+75% +$250K 0.06% 187
2020
Q4 		$334K Buy
1,500
+431
+40% +$105K 0.04% 220
2020
Q3 		$269K Buy
+1,069
New +$234K 0.04% 203

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

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

Visionary Wealth Advisors reduced its Salesforce (CRM) stake by 41% in Q2 2026, selling an estimated $413K and leaving 3,377 shares worth $529K. The position accounts for 0.02% of the portfolio, ranked #413.

Visionary Wealth Advisors first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.51M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Visionary Wealth Advisors held 3,377 shares of Salesforce worth $529K as of Q2 2026.
  • Visionary Wealth Advisors sold 2,347 Salesforce shares in Q2 2026, an estimated $413K.
  • Salesforce made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #413 holding.
  • Visionary Wealth Advisors first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Visionary Wealth Advisors's Salesforce position peaked at $1.51M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.