MKA
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M. Kulyk & Associates’s Salesforce CRM Stock Holding History

M. Kulyk & Associates’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 		$1.85M Sell
11,838
-10,170
-46% -$1.79M 0.3% 50
2026
Q1 		$4.11M Buy
22,008
+1,064
+5% +$220K 0.77% 40
2025
Q4 		$5.55M Buy
20,944
+944
+5% +$235K 1.06% 37
2025
Q3 		$4.74M Buy
20,000
+1,521
+8% +$384K 0.96% 36
2025
Q2 		$5.04M Buy
18,479
+883
+5% +$236K 1.09% 34
2025
Q1 		$4.72M Sell
17,596
-109
-0.6% -$33.9K 1.08% 34
2024
Q4 		$5.92M Sell
17,705
-4,420
-20% -$1.41M 1.28% 27
2024
Q3 		$6.06M Buy
22,125
+193
+0.9% +$49.4K 1.22% 29
2024
Q2 		$5.64M Buy
21,932
+2,516
+13% +$673K 1.31% 28
2024
Q1 		$5.85M Sell
19,416
-2,593
-12% -$748K 1.36% 29
2023
Q4 		$5.79M Sell
22,009
-36
-0.2% -$8.15K 1.35% 31
2023
Q3 		$4.47M Buy
22,045
+593
+3% +$128K 1.24% 31
2023
Q2 		$4.53M Sell
21,452
-253
-1% -$51.6K 1.27% 31
2023
Q1 		$4.34M Buy
21,705
+860
+4% +$145K 1.31% 33
2022
Q4 		$2.76M Buy
20,845
+1,040
+5% +$152K 0.92% 41
2022
Q3 		$2.85M Buy
19,805
+4,209
+27% +$714K 0.99% 40
2022
Q2 		$2.57M Buy
15,596
+1,700
+12% +$300K 0.8% 38
2022
Q1 		$2.95M Buy
13,896
+3,916
+39% +$843K 0.81% 40
2021
Q4 		$2.54M Buy
9,980
+965
+11% +$271K 0.66% 42
2021
Q3 		$2.44M Buy
9,015
+576
+7% +$146K 0.78% 40
2021
Q2 		$2.06M Buy
8,439
+2,334
+38% +$538K 0.74% 39
2021
Q1 		$1.29M Buy
+6,105
New +$1.36M 0.48% 43

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

M. Kulyk & Associates's CRM Position: Q2 2026 in Review

M. Kulyk & Associates reduced its Salesforce (CRM) stake by 46% in Q2 2026, selling an estimated $1.79M and leaving 11,838 shares worth $1.85M. The position accounts for 0.3% of the portfolio, ranked #50.

M. Kulyk & Associates first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.06M in Q3 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • M. Kulyk & Associates held 11,838 shares of Salesforce worth $1.85M as of Q2 2026.
  • M. Kulyk & Associates sold 10,170 Salesforce shares in Q2 2026, an estimated $1.79M.
  • Salesforce made up 0.3% of M. Kulyk & Associates's portfolio in Q2 2026, its #50 holding.
  • M. Kulyk & Associates first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • M. Kulyk & Associates's Salesforce position peaked at $6.06M in Q3 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.