KA
CRM icon

Kintegral Advisory’s Salesforce CRM Stock Holding History

Kintegral Advisory’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 		$5.01M Hold
31,892
– – 0.41% 56
2026
Q1 		$5.95M Sell
31,892
-1,414
-4% -$293K 0.56% 44
2025
Q4 		$8.84M Sell
33,306
-911
-3% -$226K 0.75% 26
2025
Q3 		$8.12M Sell
34,217
-153
-0.4% -$38.6K 0.69% 28
2025
Q2 		$9.39M Sell
34,370
-52
-0.2% -$13.9K 0.85% 24
2025
Q1 		$9.24M Sell
34,422
-116
-0.3% -$36.1K 0.93% 22
2024
Q4 		$11.6M Sell
34,538
-1,609
-4% -$513K 1.09% 15
2024
Q3 		$9.91M Sell
36,147
-474
-1% -$121K 0.91% 22
2024
Q2 		$9.42M Sell
36,621
-1,248
-3% -$334K 0.9% 20
2024
Q1 		$11.4M Sell
37,869
-118
-0.3% -$34K 1.14% 15
2023
Q4 		$10M Sell
37,987
-242
-0.6% -$54.8K 1.11% 13
2023
Q3 		$7.75M Sell
38,229
-23
-0.1% -$4.97K 0.96% 21
2023
Q2 		$8.08M Hold
38,252
– – 0.96% 17
2023
Q1 		$7.64M Sell
38,252
-2,055
-5% -$347K 0.99% 19
2022
Q4 		$5.34M Sell
40,307
-2,415
-6% -$352K 0.71% 37
2022
Q3 		$6.14M Hold
42,722
– – 0.85% 21
2022
Q2 		$7.05M Buy
42,722
+905
+2% +$160K 0.91% 20
2022
Q1 		$8.88M Buy
41,817
+935
+2% +$201K 0.97% 17
2021
Q4 		$10.4M Hold
40,882
– – 1.08% 15
2021
Q3 		$11.1M Hold
40,882
– – 1.3% 11
2021
Q2 		$9.99M Hold
40,882
– – 1.18% 14
2021
Q1 		$8.66M Hold
40,882
– – 1.11% 15
2020
Q4 		$9.1M Hold
40,882
– – 1.23% 11
2020
Q3 		$10.3M Sell
40,882
-1,316
-3% -$288K 1.56% 11
2020
Q2 		$7.91M Hold
42,198
– – 1.27% 14
2020
Q1 		$6.08M Buy
42,198
+4,722
+13% +$810K 1.18% 14
2019
Q4 		$6.09M Hold
37,476
– – 1.11% 14
2019
Q3 		$5.56M Hold
37,476
– – 1.11% 14
2019
Q2 		$5.69M Hold
37,476
– – 1.15% 14
2019
Q1 		$5.93M Buy
37,476
+10,650
+40% +$1.65M 1.25% 13
2018
Q4 		$3.67M Buy
+26,826
New +$3.69M 1.09% 20

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

Kintegral Advisory's CRM Position: Q2 2026 in Review

Kintegral Advisory held its Salesforce (CRM) position steady in Q2 2026 at 31,892 shares worth $5.01M. The position accounts for 0.41% of the portfolio, ranked #56.

Kintegral Advisory first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.6M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kintegral Advisory held 31,892 shares of Salesforce worth $5.01M as of Q2 2026.
  • Kintegral Advisory left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.41% of Kintegral Advisory's portfolio in Q2 2026, its #56 holding.
  • Kintegral Advisory first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
  • Kintegral Advisory's Salesforce position peaked at $11.6M in Q4 2024.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kintegral Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.