Klingenstein Fields & Co’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,202
| Closed | -$224K | – | 197 |
|
|
2026
Q1 | $224K | Buy |
1,202
+78
| +7% | +$16.2K | 0.01% | 173 |
|
|
2025
Q4 | $298K | Sell |
1,124
-43
| -4% | -$10.7K | 0.01% | 154 |
|
|
2025
Q3 | $277K | Buy |
1,167
+70
| +6% | +$17.7K | 0.01% | 166 |
|
|
2025
Q2 | $299K | Hold |
1,097
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $294K | Buy |
1,097
+6
| +0.5% | +$1.87K | 0.01% | 150 |
|
|
2024
Q4 | $365K | Sell |
1,091
-18
| -2% | -$5.75K | 0.01% | 131 |
|
|
2024
Q3 | $304K | Sell |
1,109
-5
| -0.4% | -$1.28K | 0.01% | 149 |
|
|
2024
Q2 | $286K | Hold |
1,114
| – | – | 0.01% | 148 |
|
|
2024
Q1 | $336K | Hold |
1,114
| – | – | 0.01% | 144 |
|
|
2023
Q4 | $293K | Hold |
1,114
| – | – | 0.01% | 146 |
|
|
2023
Q3 | $226K | Sell |
1,114
-75
| -6% | -$16.2K | 0.01% | 164 |
|
|
2023
Q2 | $251K | Hold |
1,189
| – | – | 0.01% | 153 |
|
|
2023
Q1 | $238K | Buy |
+1,189
| New | +$201K | 0.01% | 153 |
|
|
2022
Q4 | – | Sell |
-3,490
| Closed | -$502K | – | 177 |
|
|
2022
Q3 | $502K | Sell |
3,490
-112,153
| -97% | -$19M | 0.03% | 114 |
|
|
2022
Q2 | $19.1M | Buy |
115,643
+2,053
| +2% | +$363K | 0.99% | 39 |
|
|
2022
Q1 | $24.1M | Buy |
113,590
+1,749
| +2% | +$376K | 1.03% | 39 |
|
|
2021
Q4 | $28.4M | Sell |
111,841
-472
| -0.4% | -$133K | 1.14% | 36 |
|
|
2021
Q3 | $30.5M | Buy |
112,313
+119
| +0.1% | +$30.2K | 1.3% | 26 |
|
|
2021
Q2 | $27.4M | Buy |
112,194
+1,728
| +2% | +$398K | 1.13% | 29 |
|
|
2021
Q1 | $23.4M | Buy |
110,466
+2,307
| +2% | +$514K | 1.06% | 37 |
|
|
2020
Q4 | $24.1M | Sell |
108,159
-656
| -0.6% | -$160K | 1.09% | 34 |
|
|
2020
Q3 | $27.3M | Buy |
108,815
+1,383
| +1% | +$303K | 1.37% | 22 |
|
|
2020
Q2 | $20.1M | Buy |
107,432
+1,890
| +2% | +$318K | 1.1% | 32 |
|
|
2020
Q1 | $15.2M | Sell |
105,542
-2,683
| -2% | -$460K | 0.99% | 40 |
|
|
2019
Q4 | $17.6M | Sell |
108,225
-2,309
| -2% | -$362K | 0.89% | 43 |
|
|
2019
Q3 | $16.4M | Buy |
110,534
+174
| +0.2% | +$26.4K | 0.87% | 47 |
|
|
2019
Q2 | $16.7M | Buy |
110,360
+5,693
| +5% | +$892K | 0.87% | 46 |
|
|
2019
Q1 | $16.6M | Sell |
104,667
-22,604
| -18% | -$3.5M | 0.89% | 41 |
|
|
2018
Q4 | $17.4M | Buy |
+127,271
| New | +$17.5M | 0.74% | 47 |
|
Other funds holding CRM
Klingenstein Fields & Co's CRM Position: Q2 2026 in Review
Klingenstein Fields & Co sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,202 shares — an estimated $224K sold.
Klingenstein Fields & Co first reported a position in CRM in Q4 2018 and held it in 29 quarters. The position peaked at $30.5M in Q3 2021. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Klingenstein Fields & Co reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
- Klingenstein Fields & Co sold 1,202 Salesforce shares in Q2 2026, an estimated $224K.
- Klingenstein Fields & Co first reported a position in Salesforce in Q4 2018 and held it in 29 quarters.
- Klingenstein Fields & Co's Salesforce position peaked at $30.5M in Q3 2021.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.