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Key Financial Inc’s Salesforce CRM Stock Holding History

Key Financial Inc’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 		$706K Sell
4,504
-65
-1% -$11.4K 0.12% 150
2026
Q1 		$853K Buy
4,569
+21
+0.5% +$4.35K 0.15% 125
2025
Q4 		$1.2M Sell
4,548
-8
-0.2% -$1.99K 0.22% 90
2025
Q3 		$1.07M Sell
4,556
-36
-0.8% -$9.08K 0.2% 95
2025
Q2 		$1.25M Buy
4,592
+1,990
+76% +$532K 0.25% 76
2025
Q1 		$698K Buy
2,602
+30
+1% +$9.33K 0.15% 124
2024
Q4 		$860K Buy
2,572
+15
+0.6% +$4.79K 0.2% 100
2024
Q3 		$700K Buy
2,557
+10
+0.4% +$2.56K 0.15% 120
2024
Q2 		$655K Hold
2,547
– – 0.16% 116
2024
Q1 		$767K Hold
2,547
– – 0.2% 94
2023
Q4 		$670K Sell
2,547
-20
-0.8% -$4.53K 0.18% 100
2023
Q3 		$521K Hold
2,567
– – 0.18% 102
2023
Q2 		$542K Buy
2,567
+60
+2% +$12.2K 0.18% 102
2023
Q1 		$501K Hold
2,507
– – 0.18% 101
2022
Q4 		$361K Hold
2,507
– – 0.17% 112
2022
Q3 		$361K Buy
2,507
+26
+1% +$4.41K 0.17% 114
2022
Q2 		$417K Hold
2,481
– – 0.23% 87
2022
Q1 		$527K Hold
2,481
– – 0.26% 74
2021
Q4 		$631K Buy
2,481
+19
+0.8% +$5.34K 0.32% 61
2021
Q3 		$668K Buy
2,462
+11
+0.4% +$2.79K 0.38% 50
2021
Q2 		$593K Hold
2,451
– – 0.33% 58
2021
Q1 		$519K Hold
2,451
– – 0.34% 62
2020
Q4 		$545K Sell
2,451
-826
-25% -$201K 0.41% 52
2020
Q3 		$824K Hold
3,277
– – 0.85% 28
2020
Q2 		$601K Hold
3,277
– – 0.69% 36
2020
Q1 		$491K Hold
3,277
– – 0.5% 37
2019
Q4 		$533K Buy
+3,277
New +$514K 0.5% 49

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
CS
CapitalatWork SA Auderghem $3.99B AUM

Key Financial Inc's CRM Position: Q2 2026 in Review

Key Financial Inc reduced its Salesforce (CRM) stake by 1.4% in Q2 2026, selling an estimated $11.4K and leaving 4,504 shares worth $706K. The position accounts for 0.12% of the portfolio, ranked #150.

Key Financial Inc first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.25M in Q2 2025. 965 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Key Financial Inc held 4,504 shares of Salesforce worth $706K as of Q2 2026.
  • Key Financial Inc sold 65 Salesforce shares in Q2 2026, an estimated $11.4K.
  • Salesforce made up 0.12% of Key Financial Inc's portfolio in Q2 2026, its #150 holding.
  • Key Financial Inc first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Key Financial Inc's Salesforce position peaked at $1.25M in Q2 2025.
  • 965 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.