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Kestra Private Wealth Services’s Salesforce CRM Stock Holding History

Kestra Private Wealth 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 		$10.5M Sell
66,761
-3,250
-5% -$571K 0.12% 193
2026
Q1 		$13.1M Buy
70,011
+250
+0.4% +$51.8K 0.16% 138
2025
Q4 		$18.5M Sell
69,761
-5,747
-8% -$1.43M 0.23% 93
2025
Q3 		$17.9M Sell
75,508
-326
-0.4% -$82.2K 0.23% 91
2025
Q2 		$20.7M Buy
75,834
+3,585
+5% +$958K 0.3% 65
2025
Q1 		$19.4M Buy
72,249
+3,735
+5% +$1.16M 0.32% 62
2024
Q4 		$22.9M Buy
68,514
+603
+0.9% +$192K 0.39% 50
2024
Q3 		$18.6M Sell
67,911
-3,367
-5% -$862K 0.34% 57
2024
Q2 		$18.3M Buy
71,278
+8,748
+14% +$2.34M 0.37% 51
2024
Q1 		$18.8M Buy
62,530
+3,036
+5% +$876K 0.42% 47
2023
Q4 		$15.7M Buy
59,494
+12,171
+26% +$2.75M 0.4% 55
2023
Q3 		$9.6M Buy
47,323
+10,336
+28% +$2.23M 0.3% 84
2023
Q2 		$7.81M Buy
36,987
+9,602
+35% +$1.96M 0.27% 96
2023
Q1 		$5.47M Buy
27,385
+557
+2% +$94.1K 0.22% 114
2022
Q4 		$3.56M Sell
26,828
-1,801
-6% -$263K 0.18% 141
2022
Q3 		$4.12M Sell
28,629
-5,479
-16% -$929K 0.24% 108
2022
Q2 		$5.63M Buy
34,108
+398
+1% +$70.3K 0.32% 76
2022
Q1 		$7.16M Buy
33,710
+1,797
+6% +$387K 0.36% 65
2021
Q4 		$8.11M Sell
31,913
-318
-1% -$89.4K 0.39% 55
2021
Q3 		$8.74M Buy
32,231
+6,012
+23% +$1.53M 0.49% 35
2021
Q2 		$6.41M Buy
26,219
+1,756
+7% +$405K 0.39% 51
2021
Q1 		$5.18M Buy
24,463
+503
+2% +$112K 0.36% 62
2020
Q4 		$5.33M Buy
23,960
+4,098
+21% +$997K 0.39% 58
2020
Q3 		$4.99M Buy
+19,862
New +$4.35M 0.43% 53

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Kestra Private Wealth Services's CRM Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Salesforce (CRM) stake by 4.6% in Q2 2026, selling an estimated $571K and leaving 66,761 shares worth $10.5M. The position accounts for 0.12% of the portfolio, ranked #193.

Kestra Private Wealth Services first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $22.9M in Q4 2024. 895 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kestra Private Wealth Services held 66,761 shares of Salesforce worth $10.5M as of Q2 2026.
  • Kestra Private Wealth Services sold 3,250 Salesforce shares in Q2 2026, an estimated $571K.
  • Salesforce made up 0.12% of Kestra Private Wealth Services's portfolio in Q2 2026, its #193 holding.
  • Kestra Private Wealth Services first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Salesforce position peaked at $22.9M in Q4 2024.
  • 895 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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