Chas P. Smith & Associates (CPS)’s Salesforce CRM Stock Holding History

Chas P. Smith & Associates (CPS)’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	$466K	Buy	+2,499	New	+$518K	0.03%	105

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Chas P. Smith & Associates (CPS)'s CRM Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) opened a new position in Salesforce (CRM) in Q1 2026: 2,499 shares worth $466K. The stake represents 0.03% of the portfolio and ranks #105 among its holdings.

2,688 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Chas P. Smith & Associates (CPS) held 2,499 shares of Salesforce worth $466K as of Q1 2026.
Salesforce was a new Chas P. Smith & Associates (CPS) position in Q1 2026.
Salesforce made up 0.03% of Chas P. Smith & Associates (CPS)'s portfolio in Q1 2026, its #105 holding.
2,688 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.