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Charter Oak Capital Management’s Salesforce CRM Stock Holding History

Charter Oak Capital Management’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 		$1.21M Sell
6,482
-88
-1% -$18.2K 0.09% 75
2025
Q4 		$1.74M Buy
6,570
+24
+0.4% +$5.96K 0.13% 52
2025
Q3 		$1.55M Buy
6,546
+4
+0.1% +$1.01K 0.12% 60
2025
Q2 		$1.78M Hold
6,542
– – 0.15% 48
2025
Q1 		$1.76M Sell
6,542
-309
-5% -$96.1K 0.16% 48
2024
Q4 		$2.29M Sell
6,851
-1,317
-16% -$420K 0.21% 38
2024
Q3 		$2.24M Buy
8,168
+29
+0.4% +$7.43K 0.21% 41
2024
Q2 		$2.09M Sell
8,139
-897
-10% -$240K 0.22% 38
2024
Q1 		$2.72M Buy
9,036
+3,062
+51% +$883K 0.29% 34
2023
Q4 		$1.57M Hold
5,974
– – 0.19% 44
2023
Q3 		$1.21M Hold
5,974
– – 0.16% 54
2023
Q2 		$1.26M Buy
5,974
+134
+2% +$27.4K 0.16% 59
2023
Q1 		$1.17M Sell
5,840
-47
-0.8% -$7.94K 0.16% 60
2022
Q4 		$781K Buy
5,887
+20
+0.3% +$2.92K 0.12% 72
2022
Q3 		$844K Buy
5,867
+123
+2% +$20.9K 0.14% 67
2022
Q2 		$948K Hold
5,744
– – 0.13% 71
2022
Q1 		$1.22M Buy
5,744
+3,259
+131% +$701K 0.15% 62
2021
Q4 		$632K Buy
2,485
+2,250
+957% +$632K 0.07% 109
2021
Q3 		$64K Buy
235
+70
+42% +$17.8K 0.01% 299
2021
Q2 		$40K Hold
165
– – 0.01% 344
2021
Q1 		$35K Hold
165
– – ﹤0.01% 358
2020
Q4 		$37K Buy
+165
New +$40.1K 0.01% 330

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

Charter Oak Capital Management's CRM Position: Q1 2026 in Review

Charter Oak Capital Management reduced its Salesforce (CRM) stake by 1.3% in Q1 2026, selling an estimated $18.2K and leaving 6,482 shares worth $1.21M. The position accounts for 0.09% of the portfolio, ranked #75.

Charter Oak Capital Management first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.72M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Charter Oak Capital Management held 6,482 shares of Salesforce worth $1.21M as of Q1 2026.
  • Charter Oak Capital Management sold 88 Salesforce shares in Q1 2026, an estimated $18.2K.
  • Salesforce made up 0.09% of Charter Oak Capital Management's portfolio in Q1 2026, its #75 holding.
  • Charter Oak Capital Management first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Charter Oak Capital Management's Salesforce position peaked at $2.72M in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.