KGC
CRM icon

Kennon-Green & Company’s Salesforce CRM Stock Holding History

Kennon-Green & Company’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
Q3 		$5.54M Buy
+24,147
New +$4.98M 4.25% 10

Other funds holding CRM

PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Kennon-Green & Company's CRM Position: Q3 2026 in Review

Kennon-Green & Company opened a new position in Salesforce (CRM) in Q3 2026: 24,147 shares worth $5.54M. The stake represents 4.25% of the portfolio and ranks #10 among its holdings.

27 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Kennon-Green & Company held 24,147 shares of Salesforce worth $5.54M as of Q3 2026.
  • Salesforce was a new Kennon-Green & Company position in Q3 2026.
  • Salesforce made up 4.25% of Kennon-Green & Company's portfolio in Q3 2026, its #10 holding.
  • 27 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Kennon-Green & Company's 13F filing for Q3 2026, filed 5 Oct 2026.