KW
CRM icon

KWB Wealth’s Salesforce CRM Stock Holding History

KWB Wealth’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 		– Sell
-1,561
Closed -$414K – 171
2026
Q1 		$414K Hold
1,561
– – 0.04% 108
2025
Q4 		$414K Hold
1,561
– – 0.04% 116
2025
Q3 		$426K Buy
1,561
+1
+0.1% +$252 0.05% 95
2025
Q2 		$419K Hold
1,560
– – 0.05% 97
2025
Q1 		$522K Buy
1,560
+93
+6% +$28.9K 0.06% 92
2024
Q4 		$402K Buy
1,467
+685
+88% +$219K 0.05% 99
2024
Q3 		$201K Sell
782
-2,809
-78% -$720K 0.03% 130
2024
Q2 		$1.08M Sell
3,591
-65
-2% -$17.4K 0.15% 57
2024
Q1 		$1.1M Sell
3,656
-89
-2% -$25.7K 0.15% 56
2023
Q4 		$985K Buy
+3,745
New +$848K 0.14% 60
2023
Q3 		– Sell
-1,026
Closed -$217K – 124
2023
Q2 		$217K Buy
+1,026
New +$209K 0.03% 118
2022
Q3 		– Sell
-1,514
Closed -$250K – 106
2022
Q2 		$250K Sell
1,514
-45
-3% -$7.95K 0.05% 90
2022
Q1 		$396K Hold
1,559
– – 0.07% 65
2021
Q4 		$396K Hold
1,559
– – 0.07% 65
2021
Q3 		$423K Hold
1,559
– – 0.08% 60
2021
Q2 		$330K Hold
1,559
– – 0.06% 64
2021
Q1 		$330K Buy
1,559
+400
+35% +$89K 0.06% 64
2020
Q4 		$258K Buy
+1,159
New +$282K 0.05% 69

Other funds holding CRM

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

KWB Wealth's CRM Position: Q2 2026 in Review

KWB Wealth sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,561 shares — an estimated $414K sold.

KWB Wealth first reported a position in CRM in Q4 2020 and held it in 18 quarters. The position peaked at $1.1M in Q1 2024. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • KWB Wealth reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 1,561 Salesforce shares in Q2 2026, an estimated $414K.
  • KWB Wealth first reported a position in Salesforce in Q4 2020 and held it in 18 quarters.
  • KWB Wealth's Salesforce position peaked at $1.1M in Q1 2024.
  • 401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.