KWB Wealth
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
Q3 		$277K Buy
+1,206
New +$249K 0.02% 159
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

KWB Wealth's CRM Position: Q3 2026 in Review

KWB Wealth opened a new position in Salesforce (CRM) in Q3 2026: 1,206 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #159 among its holdings. This is a return to the name: KWB Wealth previously reported a position in CRM as recently as Q1 2026.

KWB Wealth first reported a position in CRM in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.1M in Q1 2024. 1,321 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • KWB Wealth held 1,206 shares of Salesforce worth $277K as of Q3 2026.
  • Salesforce was a new KWB Wealth position in Q3 2026.
  • Salesforce made up 0.02% of KWB Wealth's portfolio in Q3 2026, its #159 holding.
  • KWB Wealth first reported a position in Salesforce in Q4 2020 and has held it in 19 quarters since.
  • KWB Wealth's Salesforce position peaked at $1.1M in Q1 2024.
  • 1,321 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.