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
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 $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

Kingdom Financial Group's CRM Position: Q1 2026 in Review

Kingdom Financial Group increased its Salesforce (CRM) stake by 1,173% in Q1 2026, buying an estimated $26.7K and bringing the position to 140 shares worth $26.2K. The position accounts for 0.01% of the portfolio, ranked #351.

Kingdom Financial Group first reported a position in CRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $277K in Q4 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Kingdom Financial Group held 140 shares of Salesforce worth $26.2K as of Q1 2026.
  • Kingdom Financial Group bought 129 Salesforce shares in Q1 2026, an estimated $26.7K.
  • Salesforce made up 0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #351 holding.
  • Kingdom Financial Group first reported a position in Salesforce in Q4 2023 and has held it in 4 quarters since.
  • Kingdom Financial Group's Salesforce position peaked at $277K in Q4 2023.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.