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Keel Point’s Salesforce CRM Stock Holding History

Keel Point’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 		$614K Sell
3,920
-1,145
-23% -$201K 0.04% 254
2026
Q1 		$946K Sell
5,065
-1,495
-23% -$310K 0.06% 175
2025
Q4 		$1.74M Buy
6,560
+208
+3% +$51.7K 0.1% 124
2025
Q3 		$1.51M Sell
6,352
-367
-5% -$92.6K 0.09% 138
2025
Q2 		$1.83M Buy
6,719
+63
+0.9% +$16.8K 0.12% 121
2025
Q1 		$1.79M Buy
6,656
+716
+12% +$223K 0.14% 103
2024
Q4 		$1.99M Sell
5,940
-627
-10% -$200K 0.16% 95
2024
Q3 		$1.8M Sell
6,567
-24
-0.4% -$6.15K 0.15% 105
2024
Q2 		$1.68M Buy
6,591
+997
+18% +$267K 0.15% 104
2024
Q1 		$1.68M Buy
5,594
+1,089
+24% +$314K 0.17% 92
2023
Q4 		$1.19M Sell
4,505
-838
-16% -$190K 0.14% 105
2023
Q3 		$1.08M Buy
5,343
+2,740
+105% +$592K 0.15% 99
2023
Q2 		$550K Buy
2,603
+211
+9% +$43.1K 0.07% 153
2023
Q1 		$478K Buy
2,392
+680
+40% +$115K 0.07% 170
2022
Q4 		$227K Sell
1,712
-83
-5% -$12.1K 0.04% 257
2022
Q3 		$258K Sell
1,795
-53
-3% -$8.99K 0.04% 196
2022
Q2 		$349K Sell
1,848
-31
-2% -$5.48K 0.05% 182
2022
Q1 		$399K Sell
1,879
-670
-26% -$144K 0.06% 178
2021
Q4 		$648K Buy
2,549
+164
+7% +$46.1K 0.07% 129
2021
Q3 		$647K Buy
2,385
+72
+3% +$18.3K 0.08% 131
2021
Q2 		$565K Buy
2,313
+47
+2% +$10.8K 0.06% 149
2021
Q1 		$480K Sell
2,266
-51
-2% -$11.4K 0.05% 161
2020
Q4 		$516K Sell
2,317
-68
-3% -$16.5K 0.05% 154
2020
Q3 		$599K Buy
+2,385
New +$522K 0.05% 125
2017
Q4 		– Sell
-2,242
Closed -$209K – 167
2017
Q3 		$209K Buy
+2,242
New +$206K 0.03% 150

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

Keel Point's CRM Position: Q2 2026 in Review

Keel Point reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $201K and leaving 3,920 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #254.

Keel Point first reported a position in CRM in Q3 2017 and has held it in 25 quarters since. The position peaked at $1.99M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Keel Point held 3,920 shares of Salesforce worth $614K as of Q2 2026.
  • Keel Point sold 1,145 Salesforce shares in Q2 2026, an estimated $201K.
  • Salesforce made up 0.04% of Keel Point's portfolio in Q2 2026, its #254 holding.
  • Keel Point first reported a position in Salesforce in Q3 2017 and has held it in 25 quarters since.
  • Keel Point's Salesforce position peaked at $1.99M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.