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Kestra Advisory Services’s Salesforce CRM Stock Holding History

Kestra Advisory Services’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 		$17.8M Sell
113,470
-5,132
-4% -$902K 0.06% 346
2026
Q1 		$22.1M Buy
118,602
+1,365
+1% +$283K 0.08% 248
2025
Q4 		$31.1M Sell
117,237
-11,578
-9% -$2.88M 0.13% 149
2025
Q3 		$30.5M Buy
128,815
+21,103
+20% +$5.32M 0.14% 137
2025
Q2 		$29.4M Buy
107,712
+1,218
+1% +$326K 0.14% 126
2025
Q1 		$28.6M Sell
106,494
-2,444
-2% -$760K 0.14% 117
2024
Q4 		$36.4M Sell
108,938
-17,534
-14% -$5.6M 0.2% 98
2024
Q3 		$34.6M Sell
126,472
-8,904
-7% -$2.28M 0.19% 110
2024
Q2 		$34.8M Buy
135,376
+38,727
+40% +$10.4M 0.19% 100
2024
Q1 		$29.1M Buy
96,649
+571
+0.6% +$165K 0.2% 103
2023
Q4 		$25.3M Sell
96,078
-2,467
-3% -$558K 0.2% 99
2023
Q3 		$20M Buy
98,545
+4,564
+5% +$986K 0.2% 105
2023
Q2 		$19.9M Buy
93,981
+5,861
+7% +$1.2M 0.2% 109
2023
Q1 		$17.6M Sell
88,120
-19,776
-18% -$3.34M 0.19% 116
2022
Q4 		$14.3M Sell
107,896
-10,573
-9% -$1.54M 0.13% 187
2022
Q3 		$17M Buy
118,469
+3,916
+3% +$664K 0.18% 131
2022
Q2 		$18.9M Buy
114,553
+17,625
+18% +$3.11M 0.19% 117
2022
Q1 		$20.6M Buy
96,928
+18,244
+23% +$3.93M 0.21% 99
2021
Q4 		$20M Sell
78,684
-310
-0.4% -$87.1K 0.2% 109
2021
Q3 		$21.4M Buy
78,994
+12,364
+19% +$3.14M 0.21% 106
2021
Q2 		$16.3M Buy
66,630
+3,282
+5% +$756K 0.18% 132
2021
Q1 		$13.4M Sell
63,348
-20,032
-24% -$4.46M 0.17% 143
2020
Q4 		$18.5M Buy
83,380
+39,554
+90% +$9.62M 0.22% 110
2020
Q3 		$11M Buy
+43,826
New +$9.59M 0.21% 129

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

Kestra Advisory Services's CRM Position: Q2 2026 in Review

Kestra Advisory Services reduced its Salesforce (CRM) stake by 4.3% in Q2 2026, selling an estimated $902K and leaving 113,470 shares worth $17.8M. The position accounts for 0.06% of the portfolio, ranked #346.

Kestra Advisory Services first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $36.4M in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kestra Advisory Services held 113,470 shares of Salesforce worth $17.8M as of Q2 2026.
  • Kestra Advisory Services sold 5,132 Salesforce shares in Q2 2026, an estimated $902K.
  • Salesforce made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #346 holding.
  • Kestra Advisory Services first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Salesforce position peaked at $36.4M in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.