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Kingsview Wealth Management’s Salesforce CRM Stock Holding History

Kingsview Wealth 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
2022
Q1 		– Sell
-400
Closed -$86K – 889
2021
Q4 		$86K Buy
+400
New +$112K ﹤0.01% 890
2021
Q2 		– Sell
-500
Closed -$2K – 928
2021
Q1 		$2K Buy
+500
New +$111K ﹤0.01% 835

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

Kingsview Wealth Management's CRM Position: Q1 2026 in Review

Kingsview Wealth Management increased its Salesforce (CRM) stake by 18% in Q1 2026, buying an estimated $1.87M and bringing the position to 60,281 shares worth $11.3M. The position accounts for 0.15% of the portfolio, ranked #117.

Kingsview Wealth Management first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $45.1M in Q2 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Kingsview Wealth Management held 60,281 shares of Salesforce worth $11.3M as of Q1 2026.
  • Kingsview Wealth Management bought 9,041 Salesforce shares in Q1 2026, an estimated $1.87M.
  • Salesforce made up 0.15% of Kingsview Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Kingsview Wealth Management first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
  • Kingsview Wealth Management's Salesforce position peaked at $45.1M in Q2 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.