KMG Fiduciary Partners’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 | $2.86M | Sell |
18,239
-12,231
| -40% | -$2.15M | 0.27% | 78 |
|
|
2026
Q1 | $5.69M | Sell |
30,470
-19
| -0.1% | -$3.94K | 0.42% | 68 |
|
|
2025
Q4 | $8.08M | Sell |
30,489
-14,933
| -33% | -$3.71M | 0.57% | 51 |
|
|
2025
Q3 | $10.8M | Buy |
45,422
+2,192
| +5% | +$553K | 0.72% | 34 |
|
|
2025
Q2 | $11.8M | Buy |
43,230
+2,741
| +7% | +$733K | 0.87% | 26 |
|
|
2025
Q1 | $10.9M | Buy |
40,489
+15,841
| +64% | +$4.93M | 0.9% | 26 |
|
|
2024
Q4 | $8.24M | Buy |
24,648
+549
| +2% | +$175K | 0.68% | 37 |
|
|
2024
Q3 | $6.6M | Buy |
24,099
+698
| +3% | +$179K | 0.57% | 44 |
|
|
2024
Q2 | $6.02M | Buy |
23,401
+1,465
| +7% | +$392K | 0.59% | 42 |
|
|
2024
Q1 | $6.61M | Buy |
21,936
+4,344
| +25% | +$1.25M | 0.68% | 37 |
|
|
2023
Q4 | $4.63M | Buy |
17,592
+420
| +2% | +$95.1K | 0.54% | 48 |
|
|
2023
Q3 | $3.48M | Buy |
17,172
+381
| +2% | +$82.3K | 0.46% | 57 |
|
|
2023
Q2 | $3.55M | Buy |
16,791
+450
| +3% | +$91.9K | 0.46% | 57 |
|
|
2023
Q1 | $3.26M | Sell |
16,341
-46
| -0.3% | -$7.77K | 0.47% | 57 |
|
|
2022
Q4 | $2.17M | Sell |
16,387
-634
| -4% | -$92.5K | 0.36% | 79 |
|
|
2022
Q3 | $2.45M | Sell |
17,021
-264
| -2% | -$44.8K | 0.47% | 60 |
|
|
2022
Q2 | $2.85M | Sell |
17,285
-1,734
| -9% | -$306K | 0.53% | 47 |
|
|
2022
Q1 | $4.04M | Sell |
19,019
-2,174
| -10% | -$468K | 0.65% | 40 |
|
|
2021
Q4 | $5.39M | Buy |
21,193
+7
| +0% | +$1.97K | 0.83% | 31 |
|
|
2021
Q3 | $5.75M | Buy |
21,186
+4,851
| +30% | +$1.23M | 0.98% | 27 |
|
|
2021
Q2 | $3.99M | Buy |
16,335
+312
| +2% | +$71.9K | 0.7% | 40 |
|
|
2021
Q1 | $3.4M | Buy |
16,023
+1,559
| +11% | +$347K | 0.66% | 41 |
|
|
2020
Q4 | $3.2M | Buy |
14,464
+2,851
| +25% | +$693K | 0.68% | 40 |
|
|
2020
Q3 | $2.92M | Sell |
11,613
-1,755
| -13% | -$384K | 0.73% | 41 |
|
|
2020
Q2 | $2.5M | Sell |
13,368
-427
| -3% | -$71.9K | 0.7% | 40 |
|
|
2020
Q1 | $1.99M | Buy |
13,795
+7,651
| +125% | +$1.31M | 0.64% | 46 |
|
|
2019
Q4 | $999K | Sell |
6,144
-350
| -5% | -$54.9K | 0.3% | 58 |
|
|
2019
Q3 | $964K | Sell |
6,494
-1,297
| -17% | -$197K | 0.33% | 57 |
|
|
2019
Q2 | $1.18M | Hold |
7,791
| – | – | 0.43% | 46 |
|
|
2019
Q1 | $1.23M | Buy |
7,791
+85
| +1% | +$13.2K | 0.47% | 42 |
|
|
2018
Q4 | $1.05M | Buy |
+7,706
| New | +$1.06M | 0.48% | 41 |
|
Other funds holding CRM
KMG Fiduciary Partners's CRM Position: Q2 2026 in Review
KMG Fiduciary Partners reduced its Salesforce (CRM) stake by 40% in Q2 2026, selling an estimated $2.15M and leaving 18,239 shares worth $2.86M. The position accounts for 0.27% of the portfolio, ranked #78.
KMG Fiduciary Partners first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $11.8M in Q2 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- KMG Fiduciary Partners held 18,239 shares of Salesforce worth $2.86M as of Q2 2026.
- KMG Fiduciary Partners sold 12,231 Salesforce shares in Q2 2026, an estimated $2.15M.
- Salesforce made up 0.27% of KMG Fiduciary Partners's portfolio in Q2 2026, its #78 holding.
- KMG Fiduciary Partners first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- KMG Fiduciary Partners's Salesforce position peaked at $11.8M in Q2 2025.
- 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.