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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Chelsea Counsel Company's CRM Position: Q1 2026 in Review

Chelsea Counsel Company held its Salesforce (CRM) position steady in Q1 2026 at 2 shares worth $374. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Chelsea Counsel Company first reported a position in CRM in Q4 2013 and has held it in 13 quarters since. The position peaked at $270K in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Chelsea Counsel Company held 2 shares of Salesforce worth $374 as of Q1 2026.
Chelsea Counsel Company left its Salesforce share count unchanged in Q1 2026.
Salesforce made up ﹤0.01% of Chelsea Counsel Company's portfolio in Q1 2026, its #231 holding.
Chelsea Counsel Company first reported a position in Salesforce in Q4 2013 and has held it in 13 quarters since.
Chelsea Counsel Company's Salesforce position peaked at $270K in Q3 2021.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Chelsea Counsel Company's 13F filing for Q1 2026, filed 24 Apr 2026.