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Kestra Investment Management’s Salesforce CRM Stock Holding History

Kestra Investment Management’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 		$363K Sell
2,314
-828
-26% -$146K 0.01% 377
2026
Q1 		$587K Buy
3,142
+953
+44% +$197K 0.01% 273
2025
Q4 		$580K Sell
2,189
-491
-18% -$122K 0.01% 257
2025
Q3 		$635K Sell
2,680
-724
-21% -$183K 0.02% 241
2025
Q2 		$928K Sell
3,404
-6,919
-67% -$1.85M 0.03% 201
2025
Q1 		$2.77M Buy
10,323
+6,632
+180% +$2.06M 0.09% 77
2024
Q4 		$1.23M Buy
3,691
+891
+32% +$284K 0.05% 120
2024
Q3 		$766K Buy
+2,800
New +$717K 0.03% 153

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 Investment Management's CRM Position: Q2 2026 in Review

Kestra Investment Management reduced its Salesforce (CRM) stake by 26% in Q2 2026, selling an estimated $146K and leaving 2,314 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #377.

Kestra Investment Management first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.77M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kestra Investment Management held 2,314 shares of Salesforce worth $363K as of Q2 2026.
  • Kestra Investment Management sold 828 Salesforce shares in Q2 2026, an estimated $146K.
  • Salesforce made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #377 holding.
  • Kestra Investment Management first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Kestra Investment Management's Salesforce position peaked at $2.77M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.