KCM
CRM icon

Kathmere Capital Management’s Salesforce CRM Stock Holding History

Kathmere Capital Management’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 		$463K Buy
2,956
+88
+3% +$15.5K 0.02% 415
2026
Q1 		$535K Buy
2,868
+1,371
+92% +$284K 0.03% 342
2025
Q4 		$397K Buy
1,497
+431
+40% +$107K 0.03% 361
2025
Q3 		$253K Sell
1,066
-995
-48% -$251K 0.02% 435
2025
Q2 		$562K Buy
2,061
+868
+73% +$232K 0.04% 254
2025
Q1 		$320K Buy
1,193
+129
+12% +$40.1K 0.03% 312
2024
Q4 		$356K Buy
1,064
+76
+8% +$24.3K 0.03% 287
2024
Q3 		$270K Buy
+988
New +$253K 0.03% 307
2024
Q2 		– Sell
-755
Closed -$227K – 343
2024
Q1 		$227K Buy
+755
New +$218K 0.03% 286
2021
Q1 		– Sell
-21
Closed -$5K – 190
2020
Q4 		$5K Buy
+21
New +$5.11K ﹤0.01% 344

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

Kathmere Capital Management's CRM Position: Q2 2026 in Review

Kathmere Capital Management increased its Salesforce (CRM) stake by 3.1% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,956 shares worth $463K. The position accounts for 0.02% of the portfolio, ranked #415.

Kathmere Capital Management first reported a position in CRM in Q4 2020 and has held it in 10 quarters since. The position peaked at $562K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kathmere Capital Management held 2,956 shares of Salesforce worth $463K as of Q2 2026.
  • Kathmere Capital Management bought 88 Salesforce shares in Q2 2026, an estimated $15.5K.
  • Salesforce made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #415 holding.
  • Kathmere Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 10 quarters since.
  • Kathmere Capital Management's Salesforce position peaked at $562K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.