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Kelleher Financial Advisors’s Salesforce CRM Stock Holding History

Kelleher Financial Advisors’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 		$165K Buy
1,056
+278
+36% +$48.9K 0.02% 311
2026
Q1 		$182K Hold
778
– – 0.05% 210
2025
Q4 		$206K Sell
778
-92
-11% -$22.9K 0.05% 212
2025
Q3 		$206K Buy
+870
New +$219K 0.05% 179
2025
Q1 		– Sell
-677
Closed -$226K – 129
2024
Q4 		$226K Buy
+677
New +$216K 0.09% 105

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

Kelleher Financial Advisors's CRM Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Salesforce (CRM) stake by 36% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,056 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #311.

Kelleher Financial Advisors first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $226K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kelleher Financial Advisors held 1,056 shares of Salesforce worth $165K as of Q2 2026.
  • Kelleher Financial Advisors bought 278 Salesforce shares in Q2 2026, an estimated $48.9K.
  • Salesforce made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #311 holding.
  • Kelleher Financial Advisors first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Salesforce position peaked at $226K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.