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Capital Investment Counsel Inc’s Salesforce CRM Stock Holding History

Capital Investment Counsel Inc’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 		$440K Buy
2,810
+635
+29% +$112K 0.05% 138
2026
Q1 		$406K Buy
+2,175
New +$451K 0.05% 137
2022
Q2 		– Sell
-1,075
Closed -$228K – 200
2022
Q1 		$228K Hold
1,075
– – 0.05% 160
2021
Q4 		$273K Hold
1,075
– – 0.05% 155
2021
Q3 		$292K Buy
1,075
+125
+13% +$31.7K 0.06% 134
2021
Q2 		$232K Buy
+950
New +$219K 0.05% 150

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

Capital Investment Counsel Inc's CRM Position: Q2 2026 in Review

Capital Investment Counsel Inc increased its Salesforce (CRM) stake by 29% in Q2 2026, buying an estimated $112K and bringing the position to 2,810 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #138.

Capital Investment Counsel Inc first reported a position in CRM in Q2 2021 and has held it in 6 quarters since. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Capital Investment Counsel Inc held 2,810 shares of Salesforce worth $440K as of Q2 2026.
  • Capital Investment Counsel Inc bought 635 Salesforce shares in Q2 2026, an estimated $112K.
  • Salesforce made up 0.05% of Capital Investment Counsel Inc's portfolio in Q2 2026, its #138 holding.
  • Capital Investment Counsel Inc first reported a position in Salesforce in Q2 2021 and has held it in 6 quarters since.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Capital Investment Counsel Inc's 13F filing for Q2 2026, filed 27 Jul 2026.