Kessler Investment Group’s Salesforce CRM Stock Holding History

Kessler 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 Q2	$12.8M	Buy	81,446 +33,061	+68%	+$5.81M	5.45%	3
2026 Q1	$9.03M	Buy	+48,385	New	+$10M	4.27%	4
2025 Q3	–	Sell	-400	Closed	-$109K	–	106
2025 Q2	$109K	Hold	400	–	–	0.04%	90
2025 Q1	$107K	Sell	400 -84	-17%	-$26.1K	0.05%	88
2024 Q4	$162K	Sell	484 -16	-3%	-$5.11K	0.08%	76
2024 Q3	$137K	Hold	500	–	–	0.07%	75
2024 Q2	$129K	Hold	500	–	–	0.07%	77
2024 Q1	$151K	Hold	500	–	–	0.09%	67
2023 Q4	$132K	Sell	500 -54	-10%	-$12.2K	0.08%	73
2023 Q3	$113K	Hold	554	–	–	0.09%	70
2023 Q2	$117K	Hold	554	–	–	0.08%	71
2023 Q1	$111K	Hold	554	–	–	0.07%	85
2022 Q4	$74K	Hold	554	–	–	0.08%	80
2022 Q3	$80K	Hold	554	–	–	0.07%	90
2022 Q2	$92K	Hold	554	–	–	0.08%	79
2022 Q1	$118K	Hold	554	–	–	0.07%	88
2021 Q4	$141K	Buy	554 +54	+11%	+$15.2K	0.08%	88
2021 Q3	$136K	Buy	500 +250	+100%	+$63.5K	0.1%	76
2021 Q2	$61K	Hold	250	–	–	0.05%	75
2021 Q1	$53K	Hold	250	–	–	0.07%	61
2020 Q4	$56K	Hold	250	–	–	0.06%	65
2020 Q3	$63K	Hold	250	–	–	0.07%	60
2020 Q2	$47K	Hold	250	–	–	0.06%	69
2020 Q1	$36K	Hold	250	–	–	0.05%	68
2019 Q4	$41K	Hold	250	–	–	0.04%	73
2019 Q3	$37K	Hold	250	–	–	0.04%	78
2019 Q2	$38K	Hold	250	–	–	0.04%	89
2019 Q1	$40K	Buy	+250	New	+$38.7K	0.04%	86
2017 Q2	–	Sell	-5,132	Closed	-$423K	–	92
2017 Q1	$423K	Sell	5,132 -302	-6%	-$24.1K	0.54%	33
2016 Q4	$372K	Sell	5,434 -10	-0.2%	-$726	0.45%	36
2016 Q3	$388K	Sell	5,444 -214	-4%	-$16.7K	0.56%	35
2016 Q2	$449K	Sell	5,658 -88	-2%	-$6.91K	0.64%	34
2016 Q1	$424K	Sell	5,746 -62	-1%	-$4.27K	0.64%	37
2015 Q4	$455K	Sell	5,808 -722	-11%	-$56.4K	0.72%	35
2015 Q3	$453K	Sell	6,530 -41	-0.6%	-$2.91K	0.75%	39
2015 Q2	$458K	Buy	+6,571	New	+$468K	0.73%	45

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Kessler Investment Group's CRM Position: Q2 2026 in Review

Kessler Investment Group increased its Salesforce (CRM) stake by 68% in Q2 2026, buying an estimated $5.81M and bringing the position to 81,446 shares worth $12.8M. The position accounts for 5.45% of the portfolio, ranked #3.

Kessler Investment Group first reported a position in CRM in Q2 2015 and has held it in 36 quarters since. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Kessler Investment Group held 81,446 shares of Salesforce worth $12.8M as of Q2 2026.
Kessler Investment Group bought 33,061 Salesforce shares in Q2 2026, an estimated $5.81M.
Salesforce made up 5.45% of Kessler Investment Group's portfolio in Q2 2026, its #3 holding.
Kessler Investment Group first reported a position in Salesforce in Q2 2015 and has held it in 36 quarters since.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kessler Investment Group's 13F filing for Q2 2026, filed 13 Jul 2026.