Keudell/Morrison Wealth Management’s Salesforce CRM Stock Holding History

Keudell/Morrison Wealth 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	$921K	Sell	5,882 -22	-0.4%	-$3.87K	0.17%	83
2026 Q1	$1.1M	Sell	5,904 -651	-10%	-$135K	0.23%	68
2025 Q4	$1.74M	Buy	+6,555	New	+$1.63M	0.36%	50
2025 Q2	$1.92M	Buy	7,054 +1,406	+25%	+$376K	0.43%	48
2025 Q1	$1.52M	Buy	5,648 +306	+6%	+$95.2K	0.36%	51
2024 Q4	$1.79M	Sell	5,342 -16	-0.3%	-$5.11K	0.47%	47
2024 Q3	$1.47M	Sell	5,358 -1,049	-16%	-$269K	0.4%	51
2024 Q2	$1.65M	Buy	6,407 +72	+1%	+$19.3K	0.48%	44
2024 Q1	$1.91M	Sell	6,335 -12	-0.2%	-$3.46K	0.58%	36
2023 Q4	$1.67M	Sell	6,347 -2	-0%	-$453	0.55%	36
2023 Q3	$1.29M	Hold	6,349	–	–	0.39%	50
2023 Q2	$1.34M	Sell	6,349 -279	-4%	-$57K	0.39%	51
2023 Q1	$1.32M	Buy	6,628 +1,072	+19%	+$181K	0.39%	47
2022 Q4	$737K	Sell	5,556 -1,246	-18%	-$182K	0.24%	76
2022 Q3	$978K	Buy	6,802 +26	+0.4%	+$4.41K	0.37%	54
2022 Q2	$1.12M	Sell	6,776 -177	-3%	-$31.3K	0.41%	52
2022 Q1	$1.48M	Sell	6,953 -61	-0.9%	-$13.1K	0.62%	40
2021 Q4	$1.78M	Sell	7,014 -4	-0.1%	-$1.12K	0.7%	32
2021 Q3	$1.9M	Sell	7,018 -70	-1%	-$17.8K	0.82%	26
2021 Q2	$1.73M	Buy	7,088 +728	+11%	+$168K	0.95%	26
2021 Q1	$1.35M	Buy	6,360 +548	+9%	+$122K	0.78%	39
2020 Q4	$1.29M	Buy	5,812 +699	+14%	+$170K	0.82%	34
2020 Q3	$1.28M	Sell	5,113 -117	-2%	-$25.6K	0.83%	31
2020 Q2	$980K	Buy	5,230 +121	+2%	+$20.4K	0.81%	38
2020 Q1	$736K	Buy	5,109 +1,367	+37%	+$234K	0.72%	51
2019 Q4	$609K	Buy	3,742 +1,355	+57%	+$212K	0.42%	71
2019 Q3	$354K	Sell	2,387 -14	-0.6%	-$2.13K	0.29%	95
2019 Q2	$340K	Sell	2,401 -32	-1%	-$5.01K	0.3%	95
2019 Q1	$385K	Buy	+2,433	New	+$377K	0.34%	90

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

Keudell/Morrison Wealth Management's CRM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Salesforce (CRM) stake by 0.37% in Q2 2026, selling an estimated $3.87K and leaving 5,882 shares worth $921K. The position accounts for 0.17% of the portfolio, ranked #83.

Keudell/Morrison Wealth Management first reported a position in CRM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.92M in Q2 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Keudell/Morrison Wealth Management held 5,882 shares of Salesforce worth $921K as of Q2 2026.
Keudell/Morrison Wealth Management sold 22 Salesforce shares in Q2 2026, an estimated $3.87K.
Salesforce made up 0.17% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #83 holding.
Keudell/Morrison Wealth Management first reported a position in Salesforce in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's Salesforce position peaked at $1.92M in Q2 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.