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VALLEY WEALTH MANAGERS, INC. → CRM
VALLEY WEALTH MANAGERS, INC. CRM Position History
Salesforce, Inc. • Technology
Quarters held
16
Latest value
$26.7M
Q3 2026
Peak value
$26.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14K |
| Q3 2025 | $1.6M |
| Q3 2025 | $17.6M |
| Q4 2025 | $12K |
| Q4 2025 | $16K |
| Q4 2025 | $546K |
| Q4 2025 | $19.8M |
| Q1 2026 | $8K |
| Q1 2026 | $281K |
| Q1 2026 | $13.7M |
| Q2 2026 | $16K |
| Q2 2026 | $1.7M |
| Q2 2026 | $18.4M |
| Q3 2026 | $24K |
| Q3 2026 | $2.5M |
| Q3 2026 | $26.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.7M | 116.3K | — | — |
| Q3 2026 | $2.5M | 10.8K | — | — |
| Q3 2026 | $24K | 104 | — | — |
| Q2 2026 | $18.4M | 117.2K | — | — |
| Q2 2026 | $1.7M | 10.7K | — | — |
| Q2 2026 | $16K | 104 | — | — |
| Q1 2026 | $13.7M | 73.2K | — | — |
| Q1 2026 | $281K | 1.5K | — | — |
| Q1 2026 | $8K | 44 | — | — |
| Q4 2025 | $19.8M | 74.7K | — | — |
| Q4 2025 | $546K | 2.1K | — | — |
| Q4 2025 | $16K | 61 | — | — |
| Q4 2025 | $12K | 44 | — | — |
| Q3 2025 | $17.6M | 74.1K | — | — |
| Q3 2025 | $1.6M | 6.9K | — | — |
| Q3 2025 | $14K | 61 | — | — |
Other funds holding CRM
Other VALLEY WEALTH MANAGERS, INC. positions
VGES
$63.7MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$57.3MVANGUARD RUSSELL 1000 GROWTH ETF
AAPL
$56.7MAPPLE INC COM
VGES
$53.4MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$51.8MVANGUARD RUSSELL 1000 GROWTH ETF
STX
$50MSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
AAPL
$49.8MAPPLE INC COM