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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kuhn & Co Investment Counsel's CRM Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Salesforce (CRM) stake by 2.4% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,527 shares worth $472K. The position accounts for 0.3% of the portfolio, ranked #87.

Kuhn & Co Investment Counsel first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $825K in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Kuhn & Co Investment Counsel held 2,527 shares of Salesforce worth $472K as of Q1 2026.
Kuhn & Co Investment Counsel bought 60 Salesforce shares in Q1 2026, an estimated $12.4K.
Salesforce made up 0.3% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #87 holding.
Kuhn & Co Investment Counsel first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's Salesforce position peaked at $825K in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.