KFP
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Kerr Financial Planning’s Salesforce CRM Stock Holding History

Kerr Financial Planning’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 		$4.23K Hold
27
– – ﹤0.01% 440
2026
Q1 		$4.93K Hold
27
– – ﹤0.01% 424
2025
Q4 		$5.13K Sell
27
-30
-53% -$7.46K 0.01% 418
2025
Q3 		$13.7K Buy
+57
New +$14.4K 0.02% 305

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

Kerr Financial Planning's CRM Position: Q2 2026 in Review

Kerr Financial Planning held its Salesforce (CRM) position steady in Q2 2026 at 27 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Kerr Financial Planning first reported a position in CRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.7K in Q3 2025. 2,469 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kerr Financial Planning held 27 shares of Salesforce worth $4.23K as of Q2 2026.
  • Kerr Financial Planning left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #440 holding.
  • Kerr Financial Planning first reported a position in Salesforce in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Salesforce position peaked at $13.7K in Q3 2025.
  • 2,469 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.