Melissa S. Kampmann’s Salesforce CRM Stock Holding History

Melissa S. Kampmann’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	$664K	Sell	4,240 -2,374	-36%	-$417K	0.5%	39
2026 Q1	$1.23M	Sell	6,614 -180	-3%	-$37.3K	0.99%	34
2025 Q4	$1.51M	Sell	6,794 -1,075	-14%	-$267K	1.11%	32
2025 Q3	$1.86M	Sell	7,869 -545	-6%	-$137K	1.36%	32
2025 Q2	$2.29M	Sell	8,414 -195	-2%	-$52.1K	1.72%	29
2025 Q1	$2.31M	Buy	8,609 +150	+2%	+$46.7K	1.83%	30
2024 Q4	$2.83M	Sell	8,459 -990	-10%	-$316K	2.22%	23
2024 Q3	$2.59M	Sell	9,449 -920	-9%	-$236K	1.83%	31
2024 Q2	$2.67M	Sell	10,369 -1,091	-10%	-$292K	1.95%	28
2024 Q1	$3.45M	Buy	11,460 +605	+6%	+$175K	2.48%	20
2023 Q4	$2.86M	Hold	10,855	–	–	2.45%	21
2023 Q3	$2.2M	Buy	+10,855	New	+$2.35M	2.12%	26

Other funds holding CRM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Melissa S. Kampmann's CRM Position: Q2 2026 in Review

Melissa S. Kampmann reduced its Salesforce (CRM) stake by 36% in Q2 2026, selling an estimated $417K and leaving 4,240 shares worth $664K. The position accounts for 0.5% of the portfolio, ranked #39.

Melissa S. Kampmann first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.45M in Q1 2024. 1,435 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Melissa S. Kampmann held 4,240 shares of Salesforce worth $664K as of Q2 2026.
Melissa S. Kampmann sold 2,374 Salesforce shares in Q2 2026, an estimated $417K.
Salesforce made up 0.5% of Melissa S. Kampmann's portfolio in Q2 2026, its #39 holding.
Melissa S. Kampmann first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
Melissa S. Kampmann's Salesforce position peaked at $3.45M in Q1 2024.
1,435 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Melissa S. Kampmann's 13F filing for Q2 2026, filed 29 Jul 2026.