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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kestra Advisory Services's CRM Position: Q1 2026 in Review

Kestra Advisory Services increased its Salesforce (CRM) stake by 1.2% in Q1 2026, buying an estimated $283K and bringing the position to 118,602 shares worth $22.1M. The position accounts for 0.08% of the portfolio, ranked #248.

Kestra Advisory Services first reported a position in CRM in Q3 2020 and has held it in 23 quarters since. The position peaked at $36.4M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Kestra Advisory Services held 118,602 shares of Salesforce worth $22.1M as of Q1 2026.
  • Kestra Advisory Services bought 1,365 Salesforce shares in Q1 2026, an estimated $283K.
  • Salesforce made up 0.08% of Kestra Advisory Services's portfolio in Q1 2026, its #248 holding.
  • Kestra Advisory Services first reported a position in Salesforce in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Salesforce position peaked at $36.4M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.