KCFA
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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

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
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
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
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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM