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Kensington Investment Counsel’s Salesforce CRM Stock Holding History

Kensington Investment Counsel’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 		– Sell
-1,686
Closed -$315K – 86
2026
Q1 		$315K Sell
1,686
-231
-12% -$47.9K 0.15% 75
2025
Q4 		$508K Hold
1,917
– – 0.21% 83
2025
Q3 		$454K Sell
1,917
-55
-3% -$13.9K 0.19% 84
2025
Q2 		$538K Hold
1,972
– – 0.23% 76
2025
Q1 		$529K Hold
1,972
– – 0.24% 77
2024
Q4 		$659K Sell
1,972
-1,132
-36% -$361K 0.28% 78
2024
Q3 		$850K Buy
3,104
+141
+5% +$36.1K 0.35% 76
2024
Q2 		$762K Buy
2,963
+560
+23% +$150K 0.34% 77
2024
Q1 		$724K Buy
2,403
+177
+8% +$51.1K 0.33% 77
2023
Q4 		$586K Buy
2,226
+118
+6% +$26.7K 0.31% 77
2023
Q3 		$427K Sell
2,108
-826
-28% -$178K 0.27% 87
2023
Q2 		$620K Buy
2,934
+125
+4% +$25.5K 0.39% 73
2023
Q1 		$561K Sell
2,809
-189
-6% -$31.9K 0.42% 71
2022
Q4 		$398K Sell
2,998
-432
-13% -$63K 0.31% 73
2022
Q3 		$493K Sell
3,430
-188
-5% -$31.9K 0.41% 73
2022
Q2 		$597K Buy
+3,618
New +$639K 0.51% 70

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

Kensington Investment Counsel's CRM Position: Q2 2026 in Review

Kensington Investment Counsel sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,686 shares — an estimated $315K sold.

Kensington Investment Counsel first reported a position in CRM in Q2 2022 and held it in 16 quarters. The position peaked at $850K in Q3 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kensington Investment Counsel reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Kensington Investment Counsel sold 1,686 Salesforce shares in Q2 2026, an estimated $315K.
  • Kensington Investment Counsel first reported a position in Salesforce in Q2 2022 and held it in 16 quarters.
  • Kensington Investment Counsel's Salesforce position peaked at $850K in Q3 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.