Valicenti Advisory Services Inc

SEC CIK: 0001080201
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Valicenti Advisory Services Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2026 holdings

Shares (Q2 2026): 11,040
Value: $1.73M
% of portfolio: 0.3%
Quarters held: 5; Since Q2 2025

Holdings of CRM by Valicenti Advisory Services Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,040	$1.73M	0.3%	−148−1.3%	Reduced	Holders
Q1 2026	11,188	$2.09M	0.5%	−164−1.4%	Reduced	Holders
Q4 2025	11,352	$3.01M	0.6%	−200−1.7%	Reduced	Holders
Q3 2025	11,552	$2.74M	0.6%	+418+3.8%	Added	Holders
Q2 2025	11,134	$3.04M	0.7%	+11,134	New	Holders