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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
Q2 		$1.31M Buy
8,392
+671
+9% +$118K 0.47% 71
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 $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

Keeler Thomas Management's CRM Position: Q2 2026 in Review

Keeler Thomas Management increased its Salesforce (CRM) stake by 8.7% in Q2 2026, buying an estimated $118K and bringing the position to 8,392 shares worth $1.31M. The position accounts for 0.47% of the portfolio, ranked #71.

Keeler Thomas Management first reported a position in CRM in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.8M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Keeler Thomas Management held 8,392 shares of Salesforce worth $1.31M as of Q2 2026.
  • Keeler Thomas Management bought 671 Salesforce shares in Q2 2026, an estimated $118K.
  • Salesforce made up 0.47% of Keeler Thomas Management's portfolio in Q2 2026, its #71 holding.
  • Keeler Thomas Management first reported a position in Salesforce in Q1 2022 and has held it in 14 quarters since.
  • Keeler Thomas Management's Salesforce position peaked at $4.8M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.