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Kraematon Investment Advisors’s Salesforce CRM Stock Holding History

Kraematon Investment 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
2026
Q2 		$509K Sell
3,250
-143
-4% -$25.1K 0.38% 66
2026
Q1 		$633K Sell
3,393
-78
-2% -$16.2K 0.52% 58
2025
Q4 		$919K Buy
3,471
+3
+0.1% +$746 0.73% 39
2025
Q3 		$822K Buy
3,468
+2
+0.1% +$504 0.7% 40
2025
Q2 		$945K Buy
3,466
+3
+0.1% +$802 0.89% 34
2025
Q1 		$929K Sell
3,463
-34
-1% -$10.6K 0.95% 32
2024
Q4 		$1.17M Sell
3,497
-117
-3% -$37.3K 1.16% 30
2024
Q3 		$989K Sell
3,614
-109
-3% -$27.9K 0.97% 36
2024
Q2 		$957K Buy
3,723
+417
+13% +$112K 0.97% 35
2024
Q1 		$996K Sell
3,306
-110
-3% -$31.7K 1% 32
2023
Q4 		$899K Hold
3,416
– – 0.99% 31
2023
Q3 		$693K Hold
3,416
– – 0.85% 41
2023
Q2 		$722K Sell
3,416
-185
-5% -$37.8K 0.79% 44
2023
Q1 		$719K Sell
3,601
-200
-5% -$33.8K 0.83% 41
2022
Q4 		$504K Buy
3,801
+150
+4% +$21.9K 0.55% 50
2022
Q3 		$525K Sell
3,651
-150
-4% -$25.4K 0.68% 45
2022
Q2 		$627K Hold
3,801
– – 0.73% 44
2022
Q1 		$807K Hold
3,801
– – 0.77% 41
2021
Q4 		$966K Buy
+3,801
New +$1.07M 0.87% 36

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 $3.37T AUM 44.26% 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

Kraematon Investment Advisors's CRM Position: Q2 2026 in Review

Kraematon Investment Advisors reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $25.1K and leaving 3,250 shares worth $509K. The position accounts for 0.38% of the portfolio, ranked #66.

Kraematon Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kraematon Investment Advisors held 3,250 shares of Salesforce worth $509K as of Q2 2026.
  • Kraematon Investment Advisors sold 143 Salesforce shares in Q2 2026, an estimated $25.1K.
  • Salesforce made up 0.38% of Kraematon Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Kraematon Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Kraematon Investment Advisors's Salesforce position peaked at $1.17M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kraematon Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.