Key Client Fiduciary Advisors’s Salesforce CRM Stock Holding History

Key Client Fiduciary Advisors’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	$621K	Sell	3,962 -42	-1%	-$7.38K	0.18%	113
2026 Q1	$747K	Sell	4,004 -114	-3%	-$23.6K	0.25%	85
2025 Q4	$1.09M	Buy	4,118 +57	+1%	+$14.2K	0.37%	59
2025 Q3	$962K	Sell	4,061 -95	-2%	-$24K	0.32%	63
2025 Q2	$1.13M	Buy	4,156 +1	+0%	+$267	0.46%	53
2025 Q1	$1.12M	Hold	4,155	–	–	0.51%	50
2024 Q4	$1.39M	Sell	4,155 -565	-12%	-$180K	0.61%	40
2024 Q3	$1.29M	Sell	4,720 -76	-2%	-$19.5K	0.58%	39
2024 Q2	$1.23M	Buy	4,796 +1,143	+31%	+$306K	0.61%	37
2024 Q1	$1.1M	Buy	+3,653	New	+$1.05M	0.58%	39

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Key Client Fiduciary Advisors's CRM Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Salesforce (CRM) stake by 1% in Q2 2026, selling an estimated $7.38K and leaving 3,962 shares worth $621K. The position accounts for 0.18% of the portfolio, ranked #113.

Key Client Fiduciary Advisors first reported a position in CRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.39M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Key Client Fiduciary Advisors held 3,962 shares of Salesforce worth $621K as of Q2 2026.
Key Client Fiduciary Advisors sold 42 Salesforce shares in Q2 2026, an estimated $7.38K.
Salesforce made up 0.18% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #113 holding.
Key Client Fiduciary Advisors first reported a position in Salesforce in Q1 2024 and has held it in 10 quarters since.
Key Client Fiduciary Advisors's Salesforce position peaked at $1.39M in Q4 2024.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.