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Kingswood Wealth Advisors’s Salesforce CRM Stock Holding History

Kingswood Wealth Advisors’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 		$1.36M Sell
8,698
-2,171
-20% -$382K 0.05% 337
2026
Q1 		$2.03M Sell
10,869
-1,566
-13% -$324K 0.1% 237
2025
Q4 		$3.29M Buy
12,435
+2,253
+22% +$560K 0.16% 146
2025
Q3 		$2.41M Sell
10,182
-107
-1% -$27K 0.15% 158
2025
Q2 		$2.81M Buy
10,289
+2,366
+30% +$633K 0.22% 106
2025
Q1 		$2.13M Buy
7,923
+108
+1% +$33.6K 0.19% 121
2024
Q4 		$2.61M Sell
7,815
-6,230
-44% -$1.99M 0.2% 114
2024
Q3 		$3.85M Sell
14,045
-750
-5% -$192K 0.27% 79
2024
Q2 		$3.8M Buy
14,795
+608
+4% +$163K 0.34% 65
2024
Q1 		$4.27M Sell
14,187
-2,274
-14% -$656K 0.49% 32
2023
Q4 		$4.33M Buy
16,461
+12,066
+275% +$2.73M 0.49% 37
2023
Q3 		$2.82M Sell
4,395
-1,001
-19% -$216K 0.48% 51
2023
Q2 		$1.14M Buy
+5,396
New +$1.1M 0.36% 68

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

Kingswood Wealth Advisors's CRM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Salesforce (CRM) stake by 20% in Q2 2026, selling an estimated $382K and leaving 8,698 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #337.

Kingswood Wealth Advisors first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.33M in Q4 2023. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kingswood Wealth Advisors held 8,698 shares of Salesforce worth $1.36M as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,171 Salesforce shares in Q2 2026, an estimated $382K.
  • Salesforce made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #337 holding.
  • Kingswood Wealth Advisors first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
  • Kingswood Wealth Advisors's Salesforce position peaked at $4.33M in Q4 2023.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.