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Charter Research & Investment Group’s Salesforce CRM Stock Holding History

Charter Research & Investment 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
Q2 		$1.12M Sell
7,170
-255
-3% -$44.8K 0.68% 35
2026
Q1 		$1.39M Sell
7,425
-175
-2% -$36.3K 0.92% 29
2025
Q4 		$2.01M Sell
7,600
-162
-2% -$40.3K 1.35% 21
2025
Q3 		$1.84M Sell
7,762
-100
-1% -$25.2K 1.27% 23
2025
Q2 		$2.14M Sell
7,862
-190
-2% -$50.8K 1.6% 19
2025
Q1 		$2.16M Hold
8,052
– – 1.65% 18
2024
Q4 		$2.69M Sell
8,052
-50
-0.6% -$16K 2.05% 15
2024
Q3 		$2.22M Sell
8,102
-5
-0.1% -$1.28K 1.64% 18
2024
Q2 		$2.08M Buy
8,107
+1,175
+17% +$314K 1.64% 19
2024
Q1 		$2.09M Sell
6,932
-40
-0.6% -$11.5K 1.66% 22
2023
Q4 		$1.83M Hold
6,972
– – 1.52% 20
2023
Q3 		$1.41M Sell
6,972
-325
-4% -$70.2K 1.27% 25
2023
Q2 		$1.54M Sell
7,297
-315
-4% -$64.3K 1.28% 24
2023
Q1 		$1.52M Sell
7,612
-20
-0.3% -$3.38K 1.33% 24
2022
Q4 		$1.01M Sell
7,632
-270
-3% -$39.4K 0.97% 30
2022
Q3 		$1.14M Sell
7,902
-310
-4% -$52.6K 1.15% 27
2022
Q2 		$1.35M Buy
8,212
+935
+13% +$165K 1.23% 27
2022
Q1 		$1.54M Hold
7,277
– – 1.25% 27
2021
Q4 		$1.85M Hold
7,277
– – 1.46% 24
2021
Q3 		$1.97M Buy
7,277
+310
+4% +$78.7K 1.64% 22
2021
Q2 		$1.7M Buy
6,967
+215
+3% +$49.6K 1.41% 26
2021
Q1 		$1.43M Buy
6,752
+315
+5% +$70.1K 1.25% 29
2020
Q4 		$1.43M Buy
6,437
+70
+1% +$17K 1.38% 25
2020
Q3 		$1.6M Sell
6,367
-1,951
-23% -$427K 1.75% 21
2020
Q2 		$1.56M Hold
8,318
– – 1.8% 21
2020
Q1 		$1.2M Buy
8,318
+340
+4% +$58.3K 1.58% 23
2019
Q4 		$1.3M Hold
7,978
– – 1.32% 26
2019
Q3 		$1.18M Buy
7,978
+1,378
+21% +$209K 1.28% 29
2019
Q2 		$1M Buy
+6,600
New +$1.03M 1.11% 35

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 $3.38T AUM 44.17% 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

Charter Research & Investment Group's CRM Position: Q2 2026 in Review

Charter Research & Investment Group reduced its Salesforce (CRM) stake by 3.4% in Q2 2026, selling an estimated $44.8K and leaving 7,170 shares worth $1.12M. The position accounts for 0.68% of the portfolio, ranked #35.

Charter Research & Investment Group first reported a position in CRM in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.69M in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Charter Research & Investment Group held 7,170 shares of Salesforce worth $1.12M as of Q2 2026.
  • Charter Research & Investment Group sold 255 Salesforce shares in Q2 2026, an estimated $44.8K.
  • Salesforce made up 0.68% of Charter Research & Investment Group's portfolio in Q2 2026, its #35 holding.
  • Charter Research & Investment Group first reported a position in Salesforce in Q2 2019 and has held it in 29 quarters since.
  • Charter Research & Investment Group's Salesforce position peaked at $2.69M in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.