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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Chesapeake Wealth Management's CRM Position: Q1 2026 in Review

Chesapeake Wealth Management opened a new position in Salesforce (CRM) in Q1 2026: 1,724 shares worth $322K. The stake represents 0.1% of the portfolio and ranks #129 among its holdings. This is a return to the name: Chesapeake Wealth Management previously reported a position in CRM as recently as Q1 2019.

Chesapeake Wealth Management first reported a position in CRM in Q4 2018 and has held it in 3 quarters since. The position peaked at $621K in Q1 2019. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Chesapeake Wealth Management held 1,724 shares of Salesforce worth $322K as of Q1 2026.
  • Salesforce was a new Chesapeake Wealth Management position in Q1 2026.
  • Salesforce made up 0.1% of Chesapeake Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Chesapeake Wealth Management first reported a position in Salesforce in Q4 2018 and has held it in 3 quarters since.
  • Chesapeake Wealth Management's Salesforce position peaked at $621K in Q1 2019.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.