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Koss-Olinger Consulting’s Salesforce CRM Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-1,611
Closed -$301K – 190
2026
Q1 		$301K Sell
1,611
-41
-2% -$8.49K 0.03% 208
2025
Q4 		$438K Sell
1,652
-478
-22% -$119K 0.03% 177
2025
Q3 		$581K Sell
2,130
-201
-9% -$50.7K 0.05% 177
2025
Q2 		$636K Sell
2,331
-12
-0.5% -$3.21K 0.05% 171
2025
Q1 		$629K Buy
+2,343
New +$729K 0.05% 157
2024
Q4 		– Sell
-1,296
Closed -$355K – 209
2024
Q3 		$355K Buy
1,296
+3
+0.2% +$768 0.03% 204
2024
Q2 		$332K Sell
1,293
-3,263
-72% -$873K 0.03% 201
2024
Q1 		$1.37M Buy
4,556
+3,020
+197% +$871K 0.74% 31
2023
Q4 		$404K Sell
1,536
-33
-2% -$7.47K 0.04% 182
2023
Q3 		$318K Sell
1,569
-99
-6% -$21.4K 0.05% 180
2023
Q2 		$352K Sell
1,668
-34
-2% -$6.94K 0.04% 169
2023
Q1 		$340K Buy
+1,702
New +$287K 0.04% 163
2022
Q2 		– Sell
-3,834
Closed -$814K – 192
2022
Q1 		$814K Sell
3,834
-902
-19% -$194K 0.13% 71
2021
Q4 		$1.2M Buy
4,736
+284
+6% +$79.8K 0.19% 45
2021
Q3 		$1.21M Sell
4,452
-99
-2% -$25.1K 0.2% 46
2021
Q2 		$1.11M Buy
4,551
+554
+14% +$128K 0.17% 74
2021
Q1 		$847K Buy
+3,997
New +$890K 0.14% 89

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 $3.38T AUM 44.17% 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

Koss-Olinger Consulting's CRM Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,611 shares — an estimated $301K sold.

Koss-Olinger Consulting first reported a position in CRM in Q1 2021 and held it in 17 quarters. The position peaked at $1.37M in Q1 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 1,611 Salesforce shares in Q2 2026, an estimated $301K.
  • Koss-Olinger Consulting first reported a position in Salesforce in Q1 2021 and held it in 17 quarters.
  • Koss-Olinger Consulting's Salesforce position peaked at $1.37M in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.