Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Salesforce CRM Stock Holding History

Kayne Anderson Rudnick Investment 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 		$1.16M Buy
7,408
+3,601
+95% +$633K ﹤0.01% 395
2026
Q1 		$711K Buy
3,807
+1,425
+60% +$295K ﹤0.01% 406
2025
Q4 		$631K Sell
2,382
-9
-0.4% -$2.24K ﹤0.01% 428
2025
Q3 		$567K Sell
2,391
-98
-4% -$24.7K ﹤0.01% 432
2025
Q2 		$679K Buy
2,489
+68
+3% +$18.2K ﹤0.01% 407
2025
Q1 		$650K Buy
2,421
+1,075
+80% +$334K ﹤0.01% 408
2024
Q4 		$450K Buy
1,346
+356
+36% +$114K ﹤0.01% 417
2024
Q3 		$271K Hold
990
– – ﹤0.01% 430
2024
Q2 		$255K Buy
990
+13
+1% +$3.48K ﹤0.01% 446
2024
Q1 		$294K Sell
977
-7
-0.7% -$2.02K ﹤0.01% 439
2023
Q4 		$259K Buy
984
+275
+39% +$62.2K ﹤0.01% 421
2023
Q3 		$144K Hold
709
– – ﹤0.01% 446
2023
Q2 		$150K Buy
709
+23
+3% +$4.7K ﹤0.01% 442
2023
Q1 		$137K Buy
686
+8
+1% +$1.35K ﹤0.01% 441
2022
Q4 		$89.9K Hold
678
– – ﹤0.01% 469
2022
Q3 		$98K Sell
678
-7
-1% -$1.19K ﹤0.01% 450
2022
Q2 		$113K Sell
685
-48
-7% -$8.48K ﹤0.01% 438
2022
Q1 		$156K Sell
733
-94
-11% -$20.2K ﹤0.01% 413
2021
Q4 		$210K Buy
827
+24
+3% +$6.74K ﹤0.01% 407
2021
Q3 		$218K Buy
803
+258
+47% +$65.5K ﹤0.01% 399
2021
Q2 		$133K Hold
545
– – ﹤0.01% 418
2021
Q1 		$115K Buy
545
+147
+37% +$32.7K ﹤0.01% 414
2020
Q4 		$89K Buy
398
+161
+68% +$39.2K ﹤0.01% 411
2020
Q3 		$60K Sell
237
-52
-18% -$11.4K ﹤0.01% 412
2020
Q2 		$54K Hold
289
– – ﹤0.01% 398
2020
Q1 		$42K Buy
289
+200
+225% +$34.3K ﹤0.01% 400
2019
Q4 		$14K Buy
89
+18
+25% +$2.82K ﹤0.01% 416
2019
Q3 		$11K Buy
71
+19
+37% +$2.89K ﹤0.01% 402
2019
Q2 		$8K Buy
+52
New +$8.15K ﹤0.01% 408

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

Kayne Anderson Rudnick Investment Management's CRM Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Salesforce (CRM) stake by 95% in Q2 2026, buying an estimated $633K and bringing the position to 7,408 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Kayne Anderson Rudnick Investment Management first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 7,408 shares of Salesforce worth $1.16M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 3,601 Salesforce shares in Q2 2026, an estimated $633K.
  • Salesforce made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #395 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.