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	$580K	Hold	3,700	–	–	0.17%	125
2026 Q1	$691K	Buy	+3,700	New	+$767K	0.23%	91
2025 Q4	–	Sell	-3,700	Closed	-$877K	–	224
2025 Q3	$877K	Hold	3,700	–	–	0.29%	68
2025 Q2	$1.01M	Hold	3,700	–	–	0.41%	56
2025 Q1	$993K	Hold	3,700	–	–	0.45%	54
2024 Q4	$1.24M	Sell	3,700 -600	-14%	-$191K	0.55%	45
2024 Q3	$1.18M	Hold	4,300	–	–	0.53%	44
2024 Q2	$1.11M	Buy	+4,300	New	+$1.15M	0.55%	44

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

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

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

PensionDanmark Copenhagen O, Denmark $12B AUM

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. 362 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.
362 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.