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Kennedy Investment Group

SEC CIK
0001978005
Latest filing
Jul 30, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Kennedy Investment Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of CRM by Kennedy Investment Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,012−100.0%Sold outHolders
Q4 20251,012$268.0K0.1%−255−20.1%ReducedHolders
Q3 20251,267$300.2K0.1%−341−21.2%ReducedHolders
Q2 20251,608$438.6K0.2%+52+3.3%AddedHolders
Q1 20251,556$417.6K0.2%+615+65.4%AddedHolders
Q4 2024941$314.5K0.1%−90−8.7%ReducedHolders
Q3 20241,031$282.1K0.1%−164−13.7%ReducedHolders
Q2 20241,195$307.3K0.2%−80−6.3%ReducedHolders
Q1 20241,275$384.0K0.2%−55−4.1%ReducedHolders
Q4 20231,330$350.0K0.2%−70−5.0%ReducedHolders
Q3 20231,400$283.9K0.2%−150−9.7%ReducedHolders
Q2 20231,550$327.5K0.2%−495−24.2%ReducedHolders
Q1 20232,045$408.6K0.2%−395−16.2%ReducedHolders
Q4 20222,440$323.5K0.2%–No prior filingHolders