KFAS
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Keating Financial Advisory Services’s Salesforce CRM Stock Holding History

Keating Financial Advisory Services’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 		$341K Sell
2,177
-150
-6% -$26.4K 0.04% 257
2026
Q1 		$434K Sell
2,327
-3,813
-62% -$790K 0.07% 191
2025
Q4 		$1.63M Buy
+6,140
New +$1.53M 0.22% 81

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

Keating Financial Advisory Services's CRM Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Salesforce (CRM) stake by 6.4% in Q2 2026, selling an estimated $26.4K and leaving 2,177 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #257.

Keating Financial Advisory Services first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Keating Financial Advisory Services held 2,177 shares of Salesforce worth $341K as of Q2 2026.
  • Keating Financial Advisory Services sold 150 Salesforce shares in Q2 2026, an estimated $26.4K.
  • Salesforce made up 0.04% of Keating Financial Advisory Services's portfolio in Q2 2026, its #257 holding.
  • Keating Financial Advisory Services first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Salesforce position peaked at $1.63M in Q4 2025.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.