Krilogy Financial’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
Krilogy Financial's CRM Position: Q2 2026 in Review
Krilogy Financial reduced its Salesforce (CRM) stake by 28% in Q2 2026, selling an estimated $320K and leaving 4,702 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #490.
Krilogy Financial first reported a position in CRM in Q3 2015 and has held it in 28 quarters since. The position peaked at $2.94M in Q3 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Krilogy Financial held 4,702 shares of Salesforce worth $737K as of Q2 2026.
- Krilogy Financial sold 1,819 Salesforce shares in Q2 2026, an estimated $320K.
- Salesforce made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #490 holding.
- Krilogy Financial first reported a position in Salesforce in Q3 2015 and has held it in 28 quarters since.
- Krilogy Financial's Salesforce position peaked at $2.94M in Q3 2025.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.