VisionPoint Advisory Group
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VisionPoint Advisory Group’s Salesforce CRM Stock Holding History

VisionPoint Advisory Group’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 		$323K Sell
1,408
-409
-23% -$84.4K 0.05% 330
2026
Q2 		$285K Buy
1,817
+129
+8% +$22.7K 0.05% 370
2026
Q1 		$315K Buy
1,688
+154
+10% +$31.9K 0.06% 327
2025
Q4 		$406K Buy
1,534
+127
+9% +$31.6K 0.08% 234
2025
Q3 		$333K Buy
1,407
+89
+7% +$22.4K 0.07% 280
2025
Q2 		$359K Buy
+1,318
New +$352K 0.08% 238
2025
Q1 		– Sell
-264
Closed -$87.3K – 227
2024
Q4 		$87.3K Buy
+264
New +$84.3K 0.03% 242
2024
Q3 		– Sell
-1,633
Closed -$420K – 350
2024
Q2 		$420K Sell
1,633
-47
-3% -$12.6K 0.15% 116
2024
Q1 		$506K Buy
1,680
+80
+5% +$23.1K 0.18% 116
2023
Q4 		$421K Sell
1,600
-111
-6% -$25.1K 0.16% 109
2023
Q3 		$347K Buy
1,711
+67
+4% +$14.5K 0.15% 112
2023
Q2 		$347K Sell
1,644
-309
-16% -$63.1K 0.14% 108
2023
Q1 		$376K Sell
1,953
-201
-9% -$34K 0.17% 99
2022
Q4 		$369K Sell
2,154
-516
-19% -$75.3K 0.15% 90
2022
Q3 		$384K Sell
2,670
-38
-1% -$6.44K 0.18% 59
2022
Q2 		$506K Buy
2,708
+795
+42% +$140K 0.2% 58
2022
Q1 		$307K Sell
1,913
-14,044
-88% -$3.02M 0.14% 68
2021
Q4 		$3.5M Sell
15,957
-9,260
-37% -$2.6M 1.53% 24
2021
Q3 		$7.75M Buy
25,217
+2,616
+12% +$664K 3.46% 10
2021
Q2 		$5.52M Buy
22,601
+7,141
+46% +$1.65M 2.46% 11
2021
Q1 		$3.28M Buy
15,460
+8,669
+128% +$1.93M 1.57% 16
2020
Q4 		$1.51M Buy
6,791
+5,229
+335% +$1.27M 0.76% 35
2020
Q3 		$393K Buy
+1,562
New +$342K 0.17% 71

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

VisionPoint Advisory Group's CRM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Salesforce (CRM) stake by 23% in Q3 2026, selling an estimated $84.4K and leaving 1,408 shares worth $323K. The position accounts for 0.05% of the portfolio, ranked #330.

VisionPoint Advisory Group first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.75M in Q3 2021. 776 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • VisionPoint Advisory Group held 1,408 shares of Salesforce worth $323K as of Q3 2026.
  • VisionPoint Advisory Group sold 409 Salesforce shares in Q3 2026, an estimated $84.4K.
  • Salesforce made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #330 holding.
  • VisionPoint Advisory Group first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • VisionPoint Advisory Group's Salesforce position peaked at $7.75M in Q3 2021.
  • 776 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.