KPP Advisory Services’s Salesforce CRM Stock Holding History

KPP Advisory Services’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	$1.9M	Buy	12,124 +329	+3%	+$57.9K	0.24%	93
2026 Q1	$2.2M	Sell	11,795 -322	-3%	-$66.7K	0.32%	74
2025 Q4	$3.21M	Sell	12,117 -136	-1%	-$33.8K	0.47%	51
2025 Q3	$2.9M	Buy	12,253 +555	+5%	+$140K	0.43%	59
2025 Q2	$3.19M	Buy	11,698 +1,340	+13%	+$358K	0.53%	50
2025 Q1	$2.78M	Buy	10,358 +2,983	+40%	+$928K	0.53%	48
2024 Q4	$2.47M	Buy	7,375 +36	+0.5%	+$11.5K	0.58%	45
2024 Q3	$2.01M	Buy	7,339 +418	+6%	+$107K	0.48%	56
2024 Q2	$1.78M	Buy	6,921 +487	+8%	+$130K	0.47%	50
2024 Q1	$1.94M	Buy	6,434 +460	+8%	+$133K	0.53%	47
2023 Q4	$1.57M	Buy	5,974 +457	+8%	+$103K	1.38%	13
2023 Q3	$1.12M	Buy	+5,517	New	+$1.19M	0.37%	58

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

KPP Advisory Services's CRM Position: Q2 2026 in Review

KPP Advisory Services increased its Salesforce (CRM) stake by 2.8% in Q2 2026, buying an estimated $57.9K and bringing the position to 12,124 shares worth $1.9M. The position accounts for 0.24% of the portfolio, ranked #93.

KPP Advisory Services first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.21M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

KPP Advisory Services held 12,124 shares of Salesforce worth $1.9M as of Q2 2026.
KPP Advisory Services bought 329 Salesforce shares in Q2 2026, an estimated $57.9K.
Salesforce made up 0.24% of KPP Advisory Services's portfolio in Q2 2026, its #93 holding.
KPP Advisory Services first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
KPP Advisory Services's Salesforce position peaked at $3.21M in Q4 2025.
2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.