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Keebeck Wealth Management’s Salesforce CRM Stock Holding History

Keebeck Wealth 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 		$329K Buy
+2,096
New +$369K 0.03% 353
2026
Q1 		– Sell
-845
Closed -$224K – 432
2025
Q4 		$224K Buy
+845
New +$210K 0.03% 346
2025
Q1 		– Sell
-739
Closed -$247K – 279
2024
Q4 		$247K Buy
+739
New +$236K 0.04% 234
2022
Q1 		– Sell
-790
Closed -$201K – 238
2021
Q4 		$201K Sell
790
-100
-11% -$28.1K 0.04% 211
2021
Q3 		$241K Sell
890
-357
-29% -$90.7K 0.05% 190
2021
Q2 		$305K Buy
1,247
+268
+27% +$61.8K 0.04% 205
2021
Q1 		$207K Buy
+979
New +$218K 0.03% 224
2020
Q3 		– Sell
-324
Closed -$60K – 214
2020
Q2 		$60K Buy
+324
New +$54.6K 0.02% 204
2020
Q1 		– Sell
-575
Closed -$93K – 178
2019
Q4 		$93K Buy
+575
New +$90.1K 0.03% 191

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

Keebeck Wealth Management's CRM Position: Q2 2026 in Review

Keebeck Wealth Management opened a new position in Salesforce (CRM) in Q2 2026: 2,096 shares worth $329K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings. This is a return to the name: Keebeck Wealth Management previously reported a position in CRM as recently as Q4 2025.

Keebeck Wealth Management first reported a position in CRM in Q4 2019 and has held it in 9 quarters since. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Keebeck Wealth Management held 2,096 shares of Salesforce worth $329K as of Q2 2026.
  • Salesforce was a new Keebeck Wealth Management position in Q2 2026.
  • Salesforce made up 0.03% of Keebeck Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Keebeck Wealth Management first reported a position in Salesforce in Q4 2019 and has held it in 9 quarters since.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.