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Klingman & Associates’s Salesforce CRM Stock Holding History

Klingman & Associates’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 		$297K Sell
1,897
-437
-19% -$76.8K 0.01% 270
2026
Q1 		$436K Sell
2,334
-1,459
-38% -$302K 0.02% 207
2025
Q4 		$1M Sell
3,793
-11
-0.3% -$2.73K 0.05% 130
2025
Q3 		$902K Buy
3,804
+450
+13% +$113K 0.05% 127
2025
Q2 		$915K Buy
3,354
+356
+12% +$95.2K 0.05% 122
2025
Q1 		$805K Buy
2,998
+143
+5% +$44.5K 0.05% 115
2024
Q4 		$955K Buy
2,855
+77
+3% +$24.6K 0.06% 105
2024
Q3 		$760K Buy
2,778
+1,349
+94% +$346K 0.05% 123
2024
Q2 		$367K Buy
1,429
+44
+3% +$11.8K 0.02% 172
2024
Q1 		$417K Buy
1,385
+26
+2% +$7.5K 0.03% 163
2023
Q4 		$358K Sell
1,359
-20
-1% -$4.53K 0.03% 169
2023
Q3 		$280K Sell
1,379
-43
-3% -$9.29K 0.02% 183
2023
Q2 		$300K Buy
1,422
+176
+14% +$35.9K 0.02% 171
2023
Q1 		$249K Buy
+1,246
New +$210K 0.02% 172
2022
Q3 		– Sell
-1,244
Closed -$205K – 192
2022
Q2 		$205K Buy
1,244
+44
+4% +$7.77K 0.02% 186
2022
Q1 		$255K Sell
1,200
-402
-25% -$86.5K 0.02% 175
2021
Q4 		$407K Buy
1,602
+8
+0.5% +$2.25K 0.04% 123
2021
Q3 		$432K Buy
1,594
+165
+12% +$41.9K 0.04% 110
2021
Q2 		$349K Buy
1,429
+125
+10% +$28.8K 0.03% 122
2021
Q1 		$276K Buy
+1,304
New +$290K 0.03% 140
2016
Q4 		– Sell
-80
Closed -$6K – 145
2016
Q3 		$6K Hold
80
– – ﹤0.01% 318
2016
Q2 		$6K Hold
80
– – ﹤0.01% 317
2016
Q1 		$6K Hold
80
– – ﹤0.01% 318
2015
Q4 		$6K Hold
80
– – ﹤0.01% 328
2015
Q3 		$5K Sell
80
-546
-87% -$38.7K ﹤0.01% 359
2015
Q2 		$44K Buy
626
+546
+683% +$38.9K 0.02% 185
2015
Q1 		$5K Hold
80
– – ﹤0.01% 312
2014
Q4 		$4K Buy
+80
New +$4.72K ﹤0.01% 331

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

Klingman & Associates's CRM Position: Q2 2026 in Review

Klingman & Associates reduced its Salesforce (CRM) stake by 19% in Q2 2026, selling an estimated $76.8K and leaving 1,897 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #270.

Klingman & Associates first reported a position in CRM in Q4 2014 and has held it in 28 quarters since. The position peaked at $1M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Klingman & Associates held 1,897 shares of Salesforce worth $297K as of Q2 2026.
  • Klingman & Associates sold 437 Salesforce shares in Q2 2026, an estimated $76.8K.
  • Salesforce made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #270 holding.
  • Klingman & Associates first reported a position in Salesforce in Q4 2014 and has held it in 28 quarters since.
  • Klingman & Associates's Salesforce position peaked at $1M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.