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Kovack Advisors’s Salesforce CRM Stock Holding History

Kovack Advisors’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
2021
Q2 		– Sell
-3
Closed -$5K – 704
2021
Q1 		$5K Hold
3
– – ﹤0.01% 614
2020
Q4 		$3K Buy
+3
New +$730 ﹤0.01% 596

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Kovack Advisors's CRM Position: Q2 2026 in Review

Kovack Advisors reduced its Salesforce (CRM) stake by 2.7% in Q2 2026, selling an estimated $32.9K and leaving 6,667 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #364.

Kovack Advisors first reported a position in CRM in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.61M in Q4 2025. 985 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kovack Advisors held 6,667 shares of Salesforce worth $1.07M as of Q2 2026.
  • Kovack Advisors sold 187 Salesforce shares in Q2 2026, an estimated $32.9K.
  • Salesforce made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #364 holding.
  • Kovack Advisors first reported a position in Salesforce in Q2 2016 and has held it in 40 quarters since.
  • Kovack Advisors's Salesforce position peaked at $4.61M in Q4 2025.
  • 985 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.