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KMG Fiduciary Partners’s Salesforce CRM Stock Holding History

KMG Fiduciary Partners’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 		$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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

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. 360 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.
  • 360 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.