KIG
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Kennedy Investment Group’s Salesforce CRM Stock Holding History

Kennedy Investment Group’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
-1,012
Closed -$268K – 140
2025
Q4 		$268K Sell
1,012
-255
-20% -$63.4K 0.1% 118
2025
Q3 		$300K Sell
1,267
-341
-21% -$86K 0.12% 113
2025
Q2 		$439K Buy
1,608
+52
+3% +$13.9K 0.19% 97
2025
Q1 		$418K Buy
1,556
+615
+65% +$191K 0.19% 94
2024
Q4 		$315K Sell
941
-90
-9% -$28.7K 0.14% 99
2024
Q3 		$282K Sell
1,031
-164
-14% -$42K 0.13% 105
2024
Q2 		$307K Sell
1,195
-80
-6% -$21.4K 0.16% 95
2024
Q1 		$384K Sell
1,275
-55
-4% -$15.9K 0.2% 90
2023
Q4 		$350K Sell
1,330
-70
-5% -$15.8K 0.2% 95
2023
Q3 		$284K Sell
1,400
-150
-10% -$32.4K 0.17% 98
2023
Q2 		$327K Sell
1,550
-495
-24% -$101K 0.19% 92
2023
Q1 		$409K Sell
2,045
-395
-16% -$66.7K 0.25% 87
2022
Q4 		$324K Buy
+2,440
New +$356K 0.21% 95

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Kennedy Investment Group's CRM Position: Q1 2026 in Review

Kennedy Investment Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,012 shares — an estimated $268K sold.

Kennedy Investment Group first reported a position in CRM in Q4 2022 and held it in 13 quarters. The position peaked at $439K in Q2 2025. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Kennedy Investment Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Kennedy Investment Group sold 1,012 Salesforce shares in Q1 2026, an estimated $268K.
  • Kennedy Investment Group first reported a position in Salesforce in Q4 2022 and held it in 13 quarters.
  • Kennedy Investment Group's Salesforce position peaked at $439K in Q2 2025.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.