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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
Q3 		$415K Sell
1,809
-734
-29% -$151K 0.16% 105
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Kaizen Financial Strategies's CRM Position: Q3 2026 in Review

Kaizen Financial Strategies reduced its Salesforce (CRM) stake by 29% in Q3 2026, selling an estimated $151K and leaving 1,809 shares worth $415K. The position accounts for 0.16% of the portfolio, ranked #105.

Kaizen Financial Strategies first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.76M in Q4 2021. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Kaizen Financial Strategies held 1,809 shares of Salesforce worth $415K as of Q3 2026.
  • Kaizen Financial Strategies sold 734 Salesforce shares in Q3 2026, an estimated $151K.
  • Salesforce made up 0.16% of Kaizen Financial Strategies's portfolio in Q3 2026, its #105 holding.
  • Kaizen Financial Strategies first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • Kaizen Financial Strategies's Salesforce position peaked at $2.76M in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.