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Kapstone Financial Advisors’s Salesforce CRM Stock Holding History

Kapstone Financial Advisors’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
2025
Q3 		– Sell
-2,408
Closed -$657K – 123
2025
Q2 		$657K Hold
2,408
– – 0.33% 45
2025
Q1 		$646K Hold
2,408
– – 0.37% 42
2024
Q4 		$852K Sell
2,408
-124
-5% -$39.6K 0.45% 36
2024
Q3 		$700K Hold
2,532
– – 0.42% 42
2024
Q2 		$651K Sell
2,532
-139
-5% -$37.2K 0.43% 42
2024
Q1 		$804K Hold
2,671
– – 0.55% 36
2023
Q4 		$745K Sell
2,671
-74
-3% -$16.7K 0.58% 32
2023
Q3 		$557K Sell
2,745
-87
-3% -$18.8K 0.5% 41
2023
Q2 		$635K Sell
2,832
-240
-8% -$49K 0.53% 38
2023
Q1 		$596K Hold
3,072
– – 0.54% 38
2022
Q4 		$536K Buy
+3,072
New +$448K 0.49% 46

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapstone Financial Advisors's CRM Position: Q3 2025 in Review

Kapstone Financial Advisors sold out of Salesforce (CRM) in Q3 2025, closing a stake of 2,408 shares — an estimated $657K sold.

Kapstone Financial Advisors first reported a position in CRM in Q4 2022 and held it in 11 quarters. The position peaked at $852K in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Kapstone Financial Advisors reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 2,408 Salesforce shares in Q3 2025, an estimated $657K.
  • Kapstone Financial Advisors first reported a position in Salesforce in Q4 2022 and held it in 11 quarters.
  • Kapstone Financial Advisors's Salesforce position peaked at $852K in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Kapstone Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.