Chelsea Counsel Company’s Salesforce CRM Stock Holding History

Chelsea Counsel Company’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	$315	Hold	2	–	–	﹤0.01%	226
2026 Q1	$374	Hold	2	–	–	﹤0.01%	231
2025 Q4	$531	Hold	2	–	–	﹤0.01%	229
2025 Q3	$475	Buy	+2	New	+$504	﹤0.01%	232
2022 Q2	–	Sell	-994	Closed	-$211K	–	103
2022 Q1	$211K	Hold	994	–	–	0.09%	100
2021 Q4	$253K	Hold	994	–	–	0.11%	87
2021 Q3	$270K	Hold	994	–	–	0.12%	83
2021 Q2	$243K	Hold	994	–	–	0.11%	86
2021 Q1	$211K	Hold	994	–	–	0.1%	88
2020 Q4	$221K	Sell	994 -17	-2%	-$4.13K	0.11%	83
2020 Q3	$254K	Buy	+1,011	New	+$221K	0.15%	72
2015 Q4	–	Sell	-3,000	Closed	-$208K	–	138
2015 Q3	$208K	Hold	3,000	–	–	0.05%	148
2015 Q2	$209K	Buy	+3,000	New	+$214K	0.05%	151
2014 Q1	–	Sell	-4,000	Closed	-$221K	–	125
2013 Q4	$221K	Buy	+4,000	New	+$214K	0.05%	101

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Chelsea Counsel Company's CRM Position: Q2 2026 in Review

Chelsea Counsel Company held its Salesforce (CRM) position steady in Q2 2026 at 2 shares worth $315. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Chelsea Counsel Company first reported a position in CRM in Q4 2013 and has held it in 14 quarters since. The position peaked at $270K in Q3 2021. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Chelsea Counsel Company held 2 shares of Salesforce worth $315 as of Q2 2026.
Chelsea Counsel Company left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of Chelsea Counsel Company's portfolio in Q2 2026, its #226 holding.
Chelsea Counsel Company first reported a position in Salesforce in Q4 2013 and has held it in 14 quarters since.
Chelsea Counsel Company's Salesforce position peaked at $270K in Q3 2021.
2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.