CPSAC
CRM icon

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
Q2 		$394K Buy
2,516
+17
+0.7% +$2.99K 0.02% 126
2026
Q1 		$466K Buy
+2,499
New +$518K 0.03% 105

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

Chas P. Smith & Associates (CPS)'s CRM Position: Q2 2026 in Review

Chas P. Smith & Associates (CPS) increased its Salesforce (CRM) stake by 0.68% in Q2 2026, buying an estimated $2.99K and bringing the position to 2,516 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #126.

Chas P. Smith & Associates (CPS) first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $466K in Q1 2026. 2,495 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chas P. Smith & Associates (CPS) held 2,516 shares of Salesforce worth $394K as of Q2 2026.
  • Chas P. Smith & Associates (CPS) bought 17 Salesforce shares in Q2 2026, an estimated $2.99K.
  • Salesforce made up 0.02% of Chas P. Smith & Associates (CPS)'s portfolio in Q2 2026, its #126 holding.
  • Chas P. Smith & Associates (CPS) first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
  • Chas P. Smith & Associates (CPS)'s Salesforce position peaked at $466K in Q1 2026.
  • 2,495 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q2 2026, filed 11 Sep 2026.