Charles Schwab’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03B | Sell |
6,600,642
-400,904
| -6% | -$70.5M | 0.14% | 120 |
|
|
2026
Q1 | $1.31B | Buy |
7,001,546
+98,395
| +1% | +$20.4M | 0.2% | 85 |
|
|
2025
Q4 | $1.83B | Buy |
6,903,151
+170,558
| +3% | +$42.4M | 0.28% | 59 |
|
|
2025
Q3 | $1.6B | Buy |
6,732,593
+253,793
| +4% | +$64M | 0.25% | 62 |
|
|
2025
Q2 | $1.77B | Buy |
6,478,800
+141,925
| +2% | +$37.9M | 0.31% | 52 |
|
|
2025
Q1 | $1.7B | Buy |
6,336,875
+270,521
| +4% | +$84.1M | 0.32% | 51 |
|
|
2024
Q4 | $2.03B | Buy |
6,066,354
+153,500
| +3% | +$49M | 0.37% | 45 |
|
|
2024
Q3 | $1.62B | Buy |
5,912,854
+96,381
| +2% | +$24.7M | 0.31% | 51 |
|
|
2024
Q2 | $1.5B | Buy |
5,816,473
+293,025
| +5% | +$78.4M | 0.28% | 61 |
|
|
2024
Q1 | $1.66B | Buy |
5,523,448
+125,932
| +2% | +$36.3M | 0.38% | 42 |
|
|
2023
Q4 | $1.42B | Buy |
5,397,516
+145,625
| +3% | +$33M | 0.36% | 47 |
|
|
2023
Q3 | $1.06B | Buy |
5,251,891
+19,888
| +0.4% | +$4.3M | 0.31% | 58 |
|
|
2023
Q2 | $1.11B | Sell |
5,232,003
-57,603
| -1% | -$11.8M | 0.32% | 55 |
|
|
2023
Q1 | $1.06B | Buy |
5,289,606
+93,333
| +2% | +$15.8M | 0.32% | 56 |
|
|
2022
Q4 | $689M | Buy |
5,196,273
+178,840
| +4% | +$26.1M | 0.22% | 86 |
|
|
2022
Q3 | $722M | Buy |
5,017,433
+79,640
| +2% | +$13.5M | 0.26% | 69 |
|
|
2022
Q2 | $815M | Buy |
4,937,793
+117,079
| +2% | +$20.7M | 0.28% | 67 |
|
|
2022
Q1 | $1.02B | Buy |
4,820,714
+130,181
| +3% | +$28M | 0.31% | 63 |
|
|
2021
Q4 | $1.19B | Buy |
4,690,533
+150,043
| +3% | +$42.2M | 0.35% | 54 |
|
|
2021
Q3 | $1.23B | Buy |
4,540,490
+290,620
| +7% | +$73.8M | 0.4% | 44 |
|
|
2021
Q2 | $1.04B | Buy |
4,249,870
+120,541
| +3% | +$27.8M | 0.35% | 56 |
|
|
2021
Q1 | $875M | Sell |
4,129,329
-61,823
| -1% | -$13.8M | 0.32% | 60 |
|
|
2020
Q4 | $933M | Buy |
4,191,152
+29,536
| +0.7% | +$7.18M | 0.37% | 49 |
|
|
2020
Q3 | $1.05B | Buy |
4,161,616
+105,517
| +3% | +$23.1M | 0.48% | 36 |
|
|
2020
Q2 | $760M | Buy |
4,056,099
+102,818
| +3% | +$17.3M | 0.37% | 52 |
|
|
2020
Q1 | $569M | Buy |
3,953,281
+24,318
| +0.6% | +$4.17M | 0.33% | 56 |
|
|
2019
Q4 | $639M | Buy |
3,928,963
+146,967
| +4% | +$23M | 0.34% | 48 |
|
|
2019
Q3 | $561M | Buy |
3,781,996
+538,822
| +17% | +$81.9M | 0.33% | 50 |
|
|
2019
Q2 | $492M | Buy |
3,243,174
+137,911
| +4% | +$21.6M | 0.3% | 60 |
|
|
2019
Q1 | $492M | Buy |
3,105,263
+232,819
| +8% | +$36.1M | 0.32% | 58 |
|
|
2018
Q4 | $393M | Buy |
2,872,444
+117,582
| +4% | +$16.2M | 0.3% | 58 |
|
|
2018
Q3 | $438M | Buy |
2,754,862
+244,944
| +10% | +$36.3M | 0.29% | 59 |
|
|
2018
Q2 | $342M | Buy |
2,509,918
+85,897
| +4% | +$11M | 0.25% | 71 |
|
|
2018
Q1 | $282M | Buy |
2,424,021
+92,852
| +4% | +$10.7M | 0.22% | 83 |
|
|
2017
Q4 | $238M | Buy |
2,331,169
+91,670
| +4% | +$9.34M | 0.19% | 92 |
|
|
2017
Q3 | $209M | Buy |
2,239,499
+125,549
| +6% | +$11.5M | 0.18% | 102 |
|
|
2017
Q2 | $183M | Buy |
2,113,950
+130,331
| +7% | +$11.3M | 0.17% | 107 |
|
|
2017
Q1 | $164M | Buy |
1,983,619
+141,294
| +8% | +$11.3M | 0.16% | 117 |
|
|
2016
Q4 | $126M | Buy |
1,842,325
+82,703
| +5% | +$6M | 0.14% | 139 |
|
|
2016
Q3 | $126M | Buy |
1,759,622
+36,281
| +2% | +$2.83M | 0.15% | 133 |
|
|
2016
Q2 | $137M | Buy |
1,723,341
+56,604
| +3% | +$4.44M | 0.17% | 106 |
|
|
2016
Q1 | $123M | Buy |
1,666,737
+71,307
| +4% | +$4.91M | 0.16% | 115 |
|
|
2015
Q4 | $125M | Buy |
1,595,430
+72,605
| +5% | +$5.67M | 0.17% | 114 |
|
|
2015
Q3 | $106M | Buy |
1,522,825
+52,300
| +4% | +$3.71M | 0.16% | 128 |
|
|
2015
Q2 | $102M | Buy |
1,470,525
+42,390
| +3% | +$3.02M | 0.14% | 139 |
|
|
2015
Q1 | $95.4M | Buy |
1,428,135
+104,332
| +8% | +$6.47M | 0.13% | 145 |
|
|
2014
Q4 | $78.5M | Buy |
1,323,803
+78,609
| +6% | +$4.63M | 0.12% | 179 |
|
|
2014
Q3 | $71.6M | Buy |
1,245,194
+69,075
| +6% | +$3.89M | 0.12% | 177 |
|
|
2014
Q2 | $68.3M | Buy |
1,176,119
+33,280
| +3% | +$1.8M | 0.11% | 179 |
|
|
2014
Q1 | $65.2M | Buy |
1,142,839
+54,817
| +5% | +$3.28M | 0.12% | 180 |
|
|
2013
Q4 | $60M | Buy |
1,088,022
+32,566
| +3% | +$1.74M | 0.11% | 172 |
|
|
2013
Q3 | $55.5M | Buy |
1,055,456
+60,227
| +6% | +$2.73M | 0.11% | 180 |
|
|
2013
Q2 | $37.6M | Buy |
+995,229
| New | +$41.1M | 0.08% | 232 |
|
Other funds holding CRM
Charles Schwab's CRM Position: Q2 2026 in Review
Charles Schwab reduced its Salesforce (CRM) stake by 5.7% in Q2 2026, selling an estimated $70.5M and leaving 6,600,642 shares worth $1.03B. The position accounts for 0.14% of the portfolio, ranked #120.
Charles Schwab first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.03B in Q4 2024. 2,466 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Charles Schwab held 6,600,642 shares of Salesforce worth $1.03B as of Q2 2026.
- Charles Schwab sold 400,904 Salesforce shares in Q2 2026, an estimated $70.5M.
- Salesforce made up 0.14% of Charles Schwab's portfolio in Q2 2026, its #120 holding.
- Charles Schwab first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Salesforce position peaked at $2.03B in Q4 2024.
- 2,466 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.