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Klingenstein Fields & Co’s Salesforce CRM Stock Holding History

Klingenstein Fields & Co’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
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

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

Klingenstein Fields & Co's CRM Position: Q1 2026 in Review

Klingenstein Fields & Co increased its Salesforce (CRM) stake by 6.9% in Q1 2026, buying an estimated $16.2K and bringing the position to 1,202 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #173.

Klingenstein Fields & Co first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. The position peaked at $30.5M in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Klingenstein Fields & Co held 1,202 shares of Salesforce worth $224K as of Q1 2026.
  • Klingenstein Fields & Co bought 78 Salesforce shares in Q1 2026, an estimated $16.2K.
  • Salesforce made up 0.01% of Klingenstein Fields & Co's portfolio in Q1 2026, its #173 holding.
  • Klingenstein Fields & Co first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
  • Klingenstein Fields & Co's Salesforce position peaked at $30.5M in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.