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Kuhn & Co Investment Counsel’s Salesforce CRM Stock Holding History

Kuhn & Co Investment Counsel’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 		$407K Buy
2,600
+73
+3% +$12.8K 0.24% 99
2026
Q1 		$472K Buy
2,527
+60
+2% +$12.4K 0.3% 87
2025
Q4 		$654K Buy
2,467
+22
+0.9% +$5.47K 0.44% 70
2025
Q3 		$579K Sell
2,445
-22
-0.9% -$5.55K 0.46% 73
2025
Q2 		$673K Hold
2,467
– – 0.51% 66
2025
Q1 		$662K Hold
2,467
– – 0.56% 64
2024
Q4 		$825K Hold
2,467
– – 0.7% 43
2024
Q3 		$675K Hold
2,467
– – 0.58% 58
2024
Q2 		$634K Sell
2,467
-14
-0.6% -$3.75K 0.57% 54
2024
Q1 		$747K Hold
2,481
– – 0.7% 46
2023
Q4 		$653K Buy
+2,481
New +$561K 0.67% 48

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

Kuhn & Co Investment Counsel's CRM Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Salesforce (CRM) stake by 2.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,600 shares worth $407K. The position accounts for 0.24% of the portfolio, ranked #99.

Kuhn & Co Investment Counsel first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $825K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Kuhn & Co Investment Counsel held 2,600 shares of Salesforce worth $407K as of Q2 2026.
  • Kuhn & Co Investment Counsel bought 73 Salesforce shares in Q2 2026, an estimated $12.8K.
  • Salesforce made up 0.24% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #99 holding.
  • Kuhn & Co Investment Counsel first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Kuhn & Co Investment Counsel's Salesforce position peaked at $825K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.