SALESFORCE INC · CUSIP 79466L302 · CIK 1525947
As of 2026-06-30, Kessler Investment Group, LLC reported 81.45K CRM (shares), valued at $12.76M, or 5.45% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares increased 68.33%; reported value increased 41.27%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.45% | 81,446 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 4.27% | 48,385 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 0.04% | 400 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 0.05% | 400 | SEC filing ↗Filed Apr 24, 2025 |
| Q4 2024 | 0.08% | 484 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 0.07% | 500 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 0.07% | 500 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 0.09% | 500 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 0.08% | 500 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.08% | 500 | $131.57K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 0.09% | 500 | $150.59K | Shares unchanged; reported value increased 14.46%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 0.07% | 500 | $128.55K | Shares unchanged; reported value decreased 14.64%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.07% | 500 | $136.85K | Shares unchanged; reported value increased 6.46%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.08% | 484 | $161.82K | Shares decreased 3.20%; reported value increased 18.24%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 0.05% | 400 | $107.34K | Shares decreased 17.36%; reported value decreased 33.66%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2025 |
| Q2 2025 | 0.04% | 400 | $109.08K | Shares unchanged; reported value increased 1.61%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | 4.27% | 48,385 | $9.03M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 5.45% | 81,446 | $12.76M | Shares increased 68.33%; reported value increased 41.27%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.