KLCM
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KG&L Capital Management’s Salesforce CRM Stock Holding History

KG&L Capital Management’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
-1,740
Closed -$461K – 146
2025
Q4 		$461K Sell
1,740
-190
-10% -$47.2K 0.11% 152
2025
Q3 		$457K Sell
1,930
-2,324
-55% -$586K 0.12% 143
2025
Q2 		$1.16M Sell
4,254
-1,058
-20% -$283K 0.34% 63
2025
Q1 		$1.43M Buy
5,312
+1,924
+57% +$598K 0.46% 50
2024
Q4 		$1.13M Buy
3,388
+1
+0% +$319 0.36% 60
2024
Q3 		$927K Buy
3,387
+308
+10% +$78.9K 0.3% 75
2024
Q2 		$792K Buy
3,079
+1,563
+103% +$418K 0.27% 81
2024
Q1 		$457K Sell
1,516
-50
-3% -$14.4K 0.18% 118
2023
Q4 		$412K Sell
1,566
-1,941
-55% -$439K 0.17% 113
2023
Q3 		$711K Sell
3,507
-581
-14% -$126K 0.34% 64
2023
Q2 		$864K Sell
4,088
-549
-12% -$112K 0.41% 51
2023
Q1 		$926K Sell
4,637
-758
-14% -$128K 0.49% 47
2022
Q4 		$715K Sell
5,395
-836
-13% -$122K 0.41% 57
2022
Q3 		$896K Sell
6,231
-759
-11% -$129K 0.51% 47
2022
Q2 		$1.15M Sell
6,990
-5,668
-45% -$1M 0.62% 40
2022
Q1 		$2.69M Buy
12,658
+4,429
+54% +$953K 1.12% 23
2021
Q4 		$2.09M Sell
8,229
-4,822
-37% -$1.35M 0.84% 32
2021
Q3 		$3.54M Buy
13,051
+113
+0.9% +$28.7K 1.55% 13
2021
Q2 		$3.16M Sell
12,938
-1,550
-11% -$357K 1.44% 17
2021
Q1 		$3.07M Buy
14,488
+4,140
+40% +$922K 1.53% 18
2020
Q4 		$2.3M Buy
+10,348
New +$2.52M 1.25% 21

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

KG&L Capital Management's CRM Position: Q1 2026 in Review

KG&L Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,740 shares — an estimated $461K sold.

KG&L Capital Management first reported a position in CRM in Q4 2020 and held it in 21 quarters. The position peaked at $3.54M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • KG&L Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 1,740 Salesforce shares in Q1 2026, an estimated $461K.
  • KG&L Capital Management first reported a position in Salesforce in Q4 2020 and held it in 21 quarters.
  • KG&L Capital Management's Salesforce position peaked at $3.54M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.