KLCM
CRM icon

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
2025
Q4 		– Sell
-9,900
Closed -$443K – 227
2025
Q3 		$443K Buy
+9,900
New +$2.5M 0.12% 146
2021
Q2 		– Sell
-3,300
Closed -$220K – 141
2021
Q1 		$220K Buy
3,300
+200
+6% +$44.5K 0.11% 127
2020
Q4 		$248K Buy
+3,100
New +$754K 0.14% 119

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. 2,672 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.
  • 2,672 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.