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Keystone Financial Group (Kentucky)’s Salesforce CRM Stock Holding History

Keystone Financial Group (Kentucky)’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
Q1 		– Sell
-890
Closed -$236K – 528
2025
Q4 		$236K Buy
+890
New +$221K 0.02% 401
2025
Q3 		– Sell
-1,484
Closed -$405K – 438
2025
Q2 		$405K Sell
1,484
-14
-0.9% -$3.74K 0.04% 260
2025
Q1 		$402K Sell
1,498
-8
-0.5% -$2.49K 0.04% 245
2024
Q4 		$503K Buy
1,506
+5
+0.3% +$1.6K 0.05% 213
2024
Q3 		$411K Sell
1,501
-37
-2% -$9.48K 0.05% 225
2024
Q2 		$395K Sell
1,538
-206
-12% -$55.1K 0.14% 105
2024
Q1 		$525K Buy
1,744
+87
+5% +$25.1K 0.08% 167
2023
Q4 		$436K Sell
1,657
-235
-12% -$53.2K 0.08% 166
2023
Q3 		$384K Sell
1,892
-87
-4% -$18.8K 0.06% 183
2023
Q2 		$418K Buy
+1,979
New +$404K 0.07% 174
2022
Q4 		$278K Sell
2,094
-450
-18% -$65.7K 0.05% 217
2022
Q3 		$366K Buy
2,544
+271
+12% +$46K 0.07% 177
2022
Q2 		$375K Sell
2,273
-295
-11% -$52.1K 0.07% 182
2022
Q1 		$545K Buy
+2,568
New +$553K 0.09% 150
2021
Q4 		– Sell
-779
Closed -$211K – 307
2021
Q3 		$211K Buy
+779
New +$198K 0.04% 272

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s CRM Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) sold out of Salesforce (CRM) in Q1 2026, closing a stake of 890 shares — an estimated $236K sold.

Keystone Financial Group (Kentucky) first reported a position in CRM in Q3 2021 and held it in 15 quarters. The position peaked at $545K in Q1 2022. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Keystone Financial Group (Kentucky) reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 890 Salesforce shares in Q1 2026, an estimated $236K.
  • Keystone Financial Group (Kentucky) first reported a position in Salesforce in Q3 2021 and held it in 15 quarters.
  • Keystone Financial Group (Kentucky)'s Salesforce position peaked at $545K in Q1 2022.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.