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KFA Private Wealth Group’s Salesforce CRM Stock Holding History

KFA Private Wealth Group’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 		$251K Sell
1,345
-6
-0.4% -$1.24K 0.06% 145
2025
Q4 		$358K Buy
1,351
+27
+2% +$6.71K 0.09% 107
2025
Q3 		$314K Hold
1,324
– – 0.09% 103
2025
Q2 		$361K Buy
1,324
+55
+4% +$14.7K 0.11% 90
2025
Q1 		$341K Buy
+1,269
New +$395K 0.12% 76

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

KFA Private Wealth Group's CRM Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Salesforce (CRM) stake by 0.44% in Q1 2026, selling an estimated $1.24K and leaving 1,345 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #145.

KFA Private Wealth Group first reported a position in CRM in Q1 2025 and has held it in 5 quarters since. The position peaked at $361K in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • KFA Private Wealth Group held 1,345 shares of Salesforce worth $251K as of Q1 2026.
  • KFA Private Wealth Group sold 6 Salesforce shares in Q1 2026, an estimated $1.24K.
  • Salesforce made up 0.06% of KFA Private Wealth Group's portfolio in Q1 2026, its #145 holding.
  • KFA Private Wealth Group first reported a position in Salesforce in Q1 2025 and has held it in 5 quarters since.
  • KFA Private Wealth Group's Salesforce position peaked at $361K in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.