KCM
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KRS Capital Management’s Salesforce CRM Stock Holding History

KRS Capital Management’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 		$689K Sell
4,398
-338
-7% -$59.4K 0.32% 53
2026
Q1 		$884K Sell
4,736
-491
-9% -$102K 0.54% 39
2025
Q4 		$1.38M Sell
5,227
-138
-3% -$34.3K 0.8% 24
2025
Q3 		$1.27M Sell
5,365
-16
-0.3% -$4.04K 0.77% 24
2025
Q2 		$1.47M Sell
5,381
-5
-0.1% -$1.34K 0.98% 21
2025
Q1 		$1.45M Buy
5,386
+25
+0.5% +$7.78K 1.15% 20
2024
Q4 		$1.79M Sell
5,361
-59
-1% -$18.8K 1.27% 13
2024
Q3 		$1.48M Sell
5,420
-296
-5% -$75.8K 1.08% 17
2024
Q2 		$1.47M Buy
5,716
+10
+0.2% +$2.68K 1.1% 18
2024
Q1 		$1.72M Buy
5,706
+90
+2% +$26K 1.39% 12
2023
Q4 		$1.48M Sell
5,616
-100
-2% -$22.6K 1.38% 14
2023
Q3 		$1.16M Buy
5,716
+50
+0.9% +$10.8K 1.24% 16
2023
Q2 		$1.2M Buy
5,666
+53
+0.9% +$10.8K 1.2% 16
2023
Q1 		$1.12M Sell
5,613
-100
-2% -$16.9K 1.26% 18
2022
Q4 		$757K Buy
5,713
+150
+3% +$21.9K 1.04% 25
2022
Q3 		$800K Buy
5,563
+190
+4% +$32.2K 1.1% 20
2022
Q2 		$886K Hold
5,373
– – 1.26% 18
2022
Q1 		$1.14M Buy
5,373
+90
+2% +$19.4K 1.23% 15
2021
Q4 		$1.34M Buy
+5,283
New +$1.48M 1.15% 16

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

KRS Capital Management's CRM Position: Q2 2026 in Review

KRS Capital Management reduced its Salesforce (CRM) stake by 7.1% in Q2 2026, selling an estimated $59.4K and leaving 4,398 shares worth $689K. The position accounts for 0.32% of the portfolio, ranked #53.

KRS Capital Management first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • KRS Capital Management held 4,398 shares of Salesforce worth $689K as of Q2 2026.
  • KRS Capital Management sold 338 Salesforce shares in Q2 2026, an estimated $59.4K.
  • Salesforce made up 0.32% of KRS Capital Management's portfolio in Q2 2026, its #53 holding.
  • KRS Capital Management first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • KRS Capital Management's Salesforce position peaked at $1.79M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.