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Valley Brook Capital Group

SEC CIK
0001851418
Latest filing
Jul 27, 2026

CRM holding history

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

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of CRM by Valley Brook Capital Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,511−100.0%Sold outHolders
Q1 20261,511$282.0K0.2%−2,485−62.2%ReducedHolders
Q4 20253,996$1.06M0.7%−609−13.2%ReducedHolders
Q3 20254,605$1.09M0.7%−364−7.3%ReducedHolders
Q2 20254,969$1.36M1.0%+260+5.5%AddedHolders
Q1 20254,709$1.26M1.0%−25−0.5%ReducedHolders
Q4 20244,734$1.58M1.2%−45−0.9%ReducedHolders
Q3 20244,779$1.31M0.9%+105+2.2%AddedHolders
Q2 20244,674$1.20M0.9%+320+7.3%AddedHolders
Q1 20244,354$1.31M1.0%+300+7.4%AddedHolders
Q4 20234,054$1.07M0.9%+195+5.1%AddedHolders
Q3 20233,859$782.5K0.8%+100+2.7%AddedHolders
Q2 20233,759$794.1K0.7%−40−1.1%ReducedHolders
Q1 20233,799$759.0K0.7%+104+2.8%AddedHolders
Q4 20223,695$489.9K0.5%−25−0.7%ReducedHolders
Q3 20223,720$535.0K0.6%00.0%UnchangedHolders
Q2 20223,720$613.0K0.6%−344−8.5%ReducedHolders
Q1 20224,064$862.0K0.7%+420+11.5%AddedHolders
Q4 20213,644$926.0K0.8%+307+9.2%AddedHolders
Q3 20213,337$905.0K0.9%+39+1.2%AddedHolders
Q2 20213,298$805.0K0.8%+1,359+70.1%AddedHolders
Q1 20211,939$417.0K0.4%––Holders

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