KCPG
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Kavar Capital Partners Group’s Salesforce CRM Stock Holding History

Kavar Capital Partners Group’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
Q1 		– Sell
-879
Closed -$233K – 218
2025
Q4 		$233K Buy
879
+18
+2% +$4.47K 0.03% 168
2025
Q3 		$204K Sell
861
-180
-17% -$45.4K 0.03% 181
2025
Q2 		$284K Hold
1,041
– – 0.04% 160
2025
Q1 		$279K Buy
1,041
+1
+0.1% +$311 0.05% 146
2024
Q4 		$348K Sell
1,040
-100
-9% -$31.9K 0.06% 132
2024
Q3 		$312K Hold
1,140
– – 0.05% 142
2024
Q2 		$293K Sell
1,140
-38
-3% -$10.2K 0.05% 134
2024
Q1 		$355K Sell
1,178
-1,178
-50% -$340K 0.07% 125
2023
Q4 		$620K Buy
2,356
+1,178
+100% +$267K 0.07% 121
2023
Q3 		$239K Sell
1,178
-177
-13% -$38.2K 0.05% 137
2023
Q2 		$286K Sell
1,355
-638
-32% -$130K 0.06% 121
2023
Q1 		$398K Sell
1,993
-100
-5% -$16.9K 0.09% 114
2022
Q4 		$278K Buy
2,093
+100
+5% +$14.6K 0.06% 121
2022
Q3 		$287K Sell
1,993
-70
-3% -$11.9K 0.07% 121
2022
Q2 		$340K Hold
2,063
– – 0.08% 130
2022
Q1 		$438K Buy
2,063
+170
+9% +$36.6K 0.09% 115
2021
Q4 		$481K Buy
1,893
+180
+11% +$50.6K 0.1% 114
2021
Q3 		$465K Buy
1,713
+114
+7% +$29K 0.11% 121
2021
Q2 		$391K Hold
1,599
– – 0.09% 123
2021
Q1 		$339K Buy
1,599
+100
+7% +$22.3K 0.09% 116
2020
Q4 		$334K Hold
1,499
– – 0.1% 125
2020
Q3 		$377K Buy
1,499
+86
+6% +$18.8K 0.13% 112
2020
Q2 		$265K Hold
1,413
– – 0.1% 109
2020
Q1 		$203K Buy
1,413
+139
+11% +$23.8K 0.1% 111
2019
Q4 		$207K Buy
+1,274
New +$200K 0.08% 125
2019
Q3 		– Sell
-1,274
Closed -$193K – 197
2019
Q2 		$193K Buy
1,274
+8
+0.6% +$1.25K 0.08% 126
2019
Q1 		$200K Buy
+1,266
New +$196K 0.09% 122

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kavar Capital Partners Group's CRM Position: Q1 2026 in Review

Kavar Capital Partners Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 879 shares — an estimated $233K sold.

Kavar Capital Partners Group first reported a position in CRM in Q1 2019 and held it in 27 quarters. The position peaked at $620K in Q4 2023. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Kavar Capital Partners Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Kavar Capital Partners Group sold 879 Salesforce shares in Q1 2026, an estimated $233K.
  • Kavar Capital Partners Group first reported a position in Salesforce in Q1 2019 and held it in 27 quarters.
  • Kavar Capital Partners Group's Salesforce position peaked at $620K in Q4 2023.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kavar Capital Partners Group's 13F filing for Q1 2026, filed 16 Apr 2026.