KFG
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Kingdom Financial Group’s Salesforce CRM Stock Holding History

Kingdom Financial 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 		$13.2K Sell
84
-56
-40% -$9.85K ﹤0.01% 434
2026
Q1 		$26.2K Buy
140
+129
+1,173% +$26.7K 0.01% 351
2025
Q4 		$3.02K Sell
11
-855
-99% -$212K ﹤0.01% 550
2025
Q3 		$206K Buy
+866
New +$218K 0.13% 73
2024
Q1 		– Sell
-1,053
Closed -$277K – 67
2023
Q4 		$277K Buy
+1,053
New +$238K 0.24% 60

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

Kingdom Financial Group's CRM Position: Q2 2026 in Review

Kingdom Financial Group reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $9.85K and leaving 84 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Kingdom Financial Group first reported a position in CRM in Q4 2023 and has held it in 5 quarters since. The position peaked at $277K in Q4 2023. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kingdom Financial Group held 84 shares of Salesforce worth $13.2K as of Q2 2026.
  • Kingdom Financial Group sold 56 Salesforce shares in Q2 2026, an estimated $9.85K.
  • Salesforce made up ﹤0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #434 holding.
  • Kingdom Financial Group first reported a position in Salesforce in Q4 2023 and has held it in 5 quarters since.
  • Kingdom Financial Group's Salesforce position peaked at $277K in Q4 2023.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.