CWM
CRM icon

Chesapeake Wealth Management’s Salesforce CRM Stock Holding History

Chesapeake Wealth Management’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 		$354K Buy
2,258
+534
+31% +$93.9K 0.1% 134
2026
Q1 		$322K Buy
+1,724
New +$357K 0.1% 129
2019
Q2 		– Sell
-3,922
Closed -$621K – 183
2019
Q1 		$621K Buy
3,922
+2,122
+118% +$329K 0.27% 100
2018
Q4 		$247K Buy
+1,800
New +$248K 0.12% 158

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 $3.37T AUM 44.26% 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

Chesapeake Wealth Management's CRM Position: Q2 2026 in Review

Chesapeake Wealth Management increased its Salesforce (CRM) stake by 31% in Q2 2026, buying an estimated $93.9K and bringing the position to 2,258 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #134.

Chesapeake Wealth Management first reported a position in CRM in Q4 2018 and has held it in 4 quarters since. The position peaked at $621K in Q1 2019. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chesapeake Wealth Management held 2,258 shares of Salesforce worth $354K as of Q2 2026.
  • Chesapeake Wealth Management bought 534 Salesforce shares in Q2 2026, an estimated $93.9K.
  • Salesforce made up 0.1% of Chesapeake Wealth Management's portfolio in Q2 2026, its #134 holding.
  • Chesapeake Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 4 quarters since.
  • Chesapeake Wealth Management's Salesforce position peaked at $621K in Q1 2019.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.