Great Valley Advisor Group, Inc.

SEC CIK: 0001769897
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Great Valley Advisor Group, 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): 15,150
Value: $2.37M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of CRM by Great Valley Advisor Group, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,150	$2.37M	<0.1%	−330−2.1%	Reduced	Holders
Q1 2026	15,480	$2.89M	0.1%	−20,842−57.4%	Reduced	Holders
Q4 2025	36,322	$9.62M	0.2%	+3,237+9.8%	Added	Holders
Q3 2025	33,085	$7.84M	0.2%	−14,234−30.1%	Reduced	Holders
Q2 2025	47,319	$12.9M	0.3%	−12,882−21.4%	Reduced	Holders
Q1 2025	60,201	$16.2M	0.3%	−5,302−8.1%	Reduced	Holders
Q4 2024	65,503	$21.9M	0.5%	−2,418−3.6%	Reduced	Holders
Q3 2024	67,921	$18.6M	0.5%	+9,644+16.5%	Added	Holders
Q2 2024	58,277	$15.0M	0.4%	+7,488+14.7%	Added	Holders
Q1 2024	50,789	$15.3M	0.5%	+18,279+56.2%	Added	Holders
Q4 2023	32,510	$8.56M	0.3%	+8,446+35.1%	Added	Holders
Q3 2023	24,064	$4.88M	0.2%	−3,676−13.3%	Reduced	Holders
Q2 2023	27,740	$5.86M	0.2%	+834+3.1%	Added	Holders
Q1 2023	26,906	$5.38M	0.3%	−6,079−18.4%	Reduced	Holders
Q4 2022	32,985	$4.37M	0.2%	+220+0.7%	Added	Holders
Q3 2022	32,765	$4.71M	0.3%	+4,272+15.0%	Added	Holders
Q2 2022	28,493	$4.70M	0.3%	+8,926+45.6%	Added	Holders
Q1 2022	19,567	$4.20M	0.2%	+2,732+16.2%	Added	Holders
Q4 2021	16,835	$4.30M	0.3%	+321+1.9%	Added	Holders
Q3 2021	16,514	$4.48M	0.3%	+808+5.1%	Added	Holders
Q2 2021	15,706	$3.80M	0.3%	−231−1.4%	Reduced	Holders
Q1 2021	15,937	$3.38M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.