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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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

VisionPoint Advisory Group's CRM Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Salesforce (CRM) stake by 7.6% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,817 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #370.

VisionPoint Advisory Group first reported a position in CRM in Q3 2020 and has held it in 22 quarters since. The position peaked at $7.75M in Q3 2021. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • VisionPoint Advisory Group held 1,817 shares of Salesforce worth $285K as of Q2 2026.
  • VisionPoint Advisory Group bought 129 Salesforce shares in Q2 2026, an estimated $22.7K.
  • Salesforce made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #370 holding.
  • VisionPoint Advisory Group first reported a position in Salesforce in Q3 2020 and has held it in 22 quarters since.
  • VisionPoint Advisory Group's Salesforce position peaked at $7.75M in Q3 2021.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.