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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
2021
Q1 		– Sell
-300
Closed -$1K – 141
2020
Q4 		$1K Buy
+300
New +$73K ﹤0.01% 121

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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. 1,761 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.
  • 1,761 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.