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Chapman Financial Group’s Salesforce CRM Stock Holding History

Chapman Financial Group’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
Q1 		$886K Hold
4,744
– – 0.63% 47
2025
Q4 		$1.26M Sell
4,744
-47
-1% -$11.7K 0.86% 27
2025
Q3 		$1.14M Buy
4,791
+70
+1% +$17.7K 0.78% 33
2025
Q2 		$1.29M Buy
+4,721
New +$1.26M 1.09% 28
2024
Q4 		$1.6M Buy
+4,794
New +$1.53M 1.28% 19

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Chapman Financial Group's CRM Position: Q1 2026 in Review

Chapman Financial Group held its Salesforce (CRM) position steady in Q1 2026 at 4,744 shares worth $886K. The position accounts for 0.63% of the portfolio, ranked #47.

Chapman Financial Group first reported a position in CRM in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.6M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Chapman Financial Group held 4,744 shares of Salesforce worth $886K as of Q1 2026.
  • Chapman Financial Group left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up 0.63% of Chapman Financial Group's portfolio in Q1 2026, its #47 holding.
  • Chapman Financial Group first reported a position in Salesforce in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Salesforce position peaked at $1.6M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.