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Keeler Thomas Management’s Salesforce CRM Stock Holding History

Keeler Thomas 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 		$1.44M Buy
+7,721
New +$1.6M 0.61% 49
2025
Q2 		– Sell
-9,331
Closed -$2.5M – 110
2025
Q1 		$2.5M Sell
9,331
-5,013
-35% -$1.56M 1.23% 26
2024
Q4 		$4.8M Sell
14,344
-256
-2% -$81.7K 1.71% 29
2024
Q3 		$4M Buy
14,600
+3,154
+28% +$808K 1.26% 40
2024
Q2 		$2.94M Buy
11,446
+5,131
+81% +$1.37M 1% 44
2024
Q1 		$1.95M Sell
6,315
-385
-6% -$111K 0.67% 50
2023
Q4 		$1.76M Buy
6,700
+1,457
+28% +$330K 0.7% 48
2023
Q3 		$1.06M Sell
5,243
-712
-12% -$154K 0.39% 53
2023
Q2 		$1.26M Sell
5,955
-453
-7% -$92.5K 0.51% 47
2023
Q1 		$1.28M Sell
6,408
-1,461
-19% -$247K 0.6% 47
2022
Q4 		$1.04M Sell
7,869
-1,099
-12% -$160K 0.53% 49
2022
Q3 		$1.29M Buy
+8,968
New +$1.52M 0.65% 43
2022
Q2 		– Sell
-6,058
Closed -$1.29M – 70
2022
Q1 		$1.29M Buy
+6,058
New +$1.3M 0.62% 40

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

Keeler Thomas Management's CRM Position: Q1 2026 in Review

Keeler Thomas Management opened a new position in Salesforce (CRM) in Q1 2026: 7,721 shares worth $1.44M. The stake represents 0.61% of the portfolio and ranks #49 among its holdings. This is a return to the name: Keeler Thomas Management previously reported a position in CRM as recently as Q1 2025.

Keeler Thomas Management first reported a position in CRM in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.8M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Keeler Thomas Management held 7,721 shares of Salesforce worth $1.44M as of Q1 2026.
  • Salesforce was a new Keeler Thomas Management position in Q1 2026.
  • Salesforce made up 0.61% of Keeler Thomas Management's portfolio in Q1 2026, its #49 holding.
  • Keeler Thomas Management first reported a position in Salesforce in Q1 2022 and has held it in 13 quarters since.
  • Keeler Thomas Management's Salesforce position peaked at $4.8M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Keeler Thomas Management's 13F filing for Q1 2026, filed 12 May 2026.