KWM
CRM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Keebeck Wealth Management's CRM Position: Q1 2026 in Review

Keebeck Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 845 shares — an estimated $224K sold.

Keebeck Wealth Management first reported a position in CRM in Q4 2019 and held it in 8 quarters. The position peaked at $305K in Q2 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Keebeck Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Keebeck Wealth Management sold 845 Salesforce shares in Q1 2026, an estimated $224K.
  • Keebeck Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 8 quarters.
  • Keebeck Wealth Management's Salesforce position peaked at $305K in Q2 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.