KLCM Advisors
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KLCM Advisors’s Salesforce CRM Stock Holding History

KLCM 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
Q3 		$1.06M Sell
4,612
-5,349
-54% -$1.1M 0.08% 122
2026
Q2 		$1.56M Buy
9,961
+1,883
+23% +$331K 0.12% 106
2026
Q1 		$1.51M Buy
+8,078
New +$1.67M 0.13% 96

Other funds holding CRM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

KLCM Advisors's CRM Position: Q3 2026 in Review

KLCM Advisors reduced its Salesforce (CRM) stake by 54% in Q3 2026, selling an estimated $1.1M and leaving 4,612 shares worth $1.06M. The position accounts for 0.08% of the portfolio, ranked #122.

KLCM Advisors first reported a position in CRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.56M in Q2 2026. 2,070 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • KLCM Advisors held 4,612 shares of Salesforce worth $1.06M as of Q3 2026.
  • KLCM Advisors sold 5,349 Salesforce shares in Q3 2026, an estimated $1.1M.
  • Salesforce made up 0.08% of KLCM Advisors's portfolio in Q3 2026, its #122 holding.
  • KLCM Advisors first reported a position in Salesforce in Q1 2026 and has held it in 3 quarters since.
  • KLCM Advisors's Salesforce position peaked at $1.56M in Q2 2026.
  • 2,070 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.