KPWG
CRM icon

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
Q2 		– Sell
-1,345
Closed -$251K – 153
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 $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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

KFA Private Wealth Group's CRM Position: Q2 2026 in Review

KFA Private Wealth Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,345 shares — an estimated $251K sold.

KFA Private Wealth Group first reported a position in CRM in Q1 2025 and held it in 5 quarters. The position peaked at $361K in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • KFA Private Wealth Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • KFA Private Wealth Group sold 1,345 Salesforce shares in Q2 2026, an estimated $251K.
  • KFA Private Wealth Group first reported a position in Salesforce in Q1 2025 and held it in 5 quarters.
  • KFA Private Wealth Group's Salesforce position peaked at $361K in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.