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Kaizen Financial Strategies’s Salesforce CRM Stock Holding History

Kaizen Financial Strategies’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 		$415K Sell
2,543
-1,397
-35% -$246K 0.13% 114
2026
Q1 		$714K Sell
3,940
-415
-10% -$86K 0.3% 66
2025
Q4 		$1.15M Sell
4,355
-996
-19% -$248K 0.51% 31
2025
Q3 		$1.28M Sell
5,351
-906
-14% -$229K 0.58% 32
2025
Q2 		$1.71M Sell
6,257
-139
-2% -$37.2K 0.87% 23
2025
Q1 		$1.72M Buy
6,396
+71
+1% +$22.1K 0.99% 21
2024
Q4 		$2.11M Sell
6,325
-907
-13% -$289K 1.2% 20
2024
Q3 		$1.98M Sell
7,232
-126
-2% -$32.3K 1.15% 19
2024
Q2 		$1.9M Buy
7,358
+636
+9% +$170K 1.18% 21
2024
Q1 		$2.02M Sell
6,722
-4
-0.1% -$1.15K 1.37% 18
2023
Q4 		$1.77M Sell
6,726
-441
-6% -$99.8K 1.34% 20
2023
Q3 		$1.45M Sell
7,167
-265
-4% -$57.3K 1.23% 20
2023
Q2 		$1.69M Sell
7,432
-473
-6% -$96.6K 1.45% 16
2023
Q1 		$1.58M Sell
7,905
-342
-4% -$57.8K 1.56% 15
2022
Q4 		$1.23M Sell
8,247
-3,750
-31% -$547K 1.22% 25
2022
Q3 		$1.73M Sell
11,997
-43
-0.4% -$7.29K 1.75% 16
2022
Q2 		$1.99M Buy
12,040
+122
+1% +$21.6K 1.96% 12
2022
Q1 		$2.53M Buy
11,918
+1,041
+10% +$224K 1.98% 12
2021
Q4 		$2.76M Buy
10,877
+2,949
+37% +$829K 2.07% 10
2021
Q3 		$2.15M Buy
+7,928
New +$2.01M 1.73% 13
2021
Q1 		$2.51M Buy
11,833
+1,120
+10% +$249K 2.39% 4
2020
Q4 		$2.38M Buy
+10,713
New +$2.61M 2.65% 5

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kaizen Financial Strategies's CRM Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Salesforce (CRM) stake by 35% in Q2 2026, selling an estimated $246K and leaving 2,543 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #114.

Kaizen Financial Strategies first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.76M in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kaizen Financial Strategies held 2,543 shares of Salesforce worth $415K as of Q2 2026.
  • Kaizen Financial Strategies sold 1,397 Salesforce shares in Q2 2026, an estimated $246K.
  • Salesforce made up 0.13% of Kaizen Financial Strategies's portfolio in Q2 2026, its #114 holding.
  • Kaizen Financial Strategies first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Salesforce position peaked at $2.76M in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.