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Chesley Taft & Associates’s Salesforce CRM Stock Holding History

Chesley Taft & Associates’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 		$13.3M Buy
85,183
+41,847
+97% +$7.36M 0.52% 52
2026
Q1 		$8.09M Buy
43,336
+4,348
+11% +$901K 0.34% 67
2025
Q4 		$10.3M Buy
38,988
+1,407
+4% +$350K 0.41% 57
2025
Q3 		$8.91M Sell
37,581
-10,597
-22% -$2.67M 0.38% 61
2025
Q2 		$13.1M Sell
48,178
-739
-2% -$198K 0.59% 48
2025
Q1 		$13.1M Buy
48,917
+1,284
+3% +$399K 0.63% 47
2024
Q4 		$15.9M Buy
47,633
+206
+0.4% +$65.7K 0.74% 40
2024
Q3 		$13M Sell
47,427
-336
-0.7% -$86.1K 0.62% 47
2024
Q2 		$12.3M Sell
47,763
-716
-1% -$192K 0.62% 45
2024
Q1 		$14.6M Sell
48,479
-1,037
-2% -$299K 0.75% 41
2023
Q4 		$13M Sell
49,516
-373
-0.7% -$84.4K 0.73% 40
2023
Q3 		$10.1M Sell
49,889
-393
-0.8% -$84.9K 0.66% 43
2023
Q2 		$10.6M Buy
50,282
+207
+0.4% +$42.3K 0.65% 45
2023
Q1 		$10M Buy
50,075
+162
+0.3% +$27.4K 0.66% 43
2022
Q4 		$6.62M Sell
49,913
-555
-1% -$81K 0.46% 60
2022
Q3 		$7.26M Buy
50,468
+456
+0.9% +$77.3K 0.53% 52
2022
Q2 		$8.25M Sell
50,012
-188
-0.4% -$33.2K 0.56% 49
2022
Q1 		$9.78M Sell
50,200
-1,100
-2% -$237K 0.57% 52
2021
Q4 		$13M Buy
51,300
+1,462
+3% +$411K 0.67% 42
2021
Q3 		$13.5M Buy
49,838
+150
+0.3% +$38.1K 0.77% 37
2021
Q2 		$12.1M Sell
49,688
-190
-0.4% -$43.8K 0.7% 40
2021
Q1 		$11M Sell
49,878
-185
-0.4% -$41.2K 0.66% 47
2020
Q4 		$11.1M Sell
50,063
-746
-1% -$181K 0.71% 41
2020
Q3 		$12.8M Sell
50,809
-4,360
-8% -$954K 0.91% 30
2020
Q2 		$10.3M Buy
55,169
+804
+1% +$135K 0.79% 37
2020
Q1 		$7.83M Sell
54,365
-484
-0.9% -$83K 0.71% 40
2019
Q4 		$8.92M Sell
54,849
-3,333
-6% -$522K 0.64% 45
2019
Q3 		$8.64M Sell
58,182
-57
-0.1% -$8.66K 0.67% 44
2019
Q2 		$8.84M Buy
58,239
+25
+0% +$3.92K 0.69% 44
2019
Q1 		$9.22M Sell
58,214
-5,139
-8% -$797K 0.77% 43
2018
Q4 		$8.68M Sell
63,353
-1,575
-2% -$217K 0.84% 41
2018
Q3 		$10.3M Buy
64,928
+329
+0.5% +$48.8K 0.82% 45
2018
Q2 		$8.81M Buy
64,599
+48
+0.1% +$6.12K 0.76% 43
2018
Q1 		$7.51M Sell
64,551
-6,023
-9% -$692K 0.67% 50
2017
Q4 		$7.21M Sell
70,574
-1,052
-1% -$107K 0.61% 55
2017
Q3 		$6.69M Buy
71,626
+497
+0.7% +$45.7K 0.58% 59
2017
Q2 		$6.16M Buy
71,129
+1,950
+3% +$170K 0.56% 60
2017
Q1 		$5.71M Sell
69,179
-580
-0.8% -$46.3K 0.54% 61
2016
Q4 		$4.78M Buy
69,759
+890
+1% +$64.6K 0.47% 63
2016
Q3 		$4.91M Buy
68,869
+1,920
+3% +$150K 0.49% 60
2016
Q2 		$5.32M Buy
66,949
+1,125
+2% +$88.3K 0.55% 59
2016
Q1 		$4.86M Buy
65,824
+20,810
+46% +$1.43M 0.51% 61
2015
Q4 		$3.53M Sell
45,014
-3,685
-8% -$288K 0.37% 80
2015
Q3 		$3.38M Buy
48,699
+795
+2% +$56.4K 0.37% 75
2015
Q2 		$3.34M Sell
47,904
-205
-0.4% -$14.6K 0.34% 84
2015
Q1 		$3.21M Buy
48,109
+200
+0.4% +$12.4K 0.33% 85
2014
Q4 		$2.84M Buy
47,909
+600
+1% +$35.4K 0.29% 92
2014
Q3 		$2.72M Sell
47,309
-910
-2% -$51.3K 0.28% 93
2014
Q2 		$2.8M Buy
48,219
+695
+1% +$37.5K 0.29% 95
2014
Q1 		$2.71M Buy
47,524
+5,996
+14% +$358K 0.29% 94
2013
Q4 		$2.29M Buy
41,528
+540
+1% +$28.9K 0.23% 113
2013
Q3 		$2.13M Buy
40,988
+1,300
+3% +$59K 0.23% 110
2013
Q2 		$1.51M Buy
+39,688
New +$1.64M 0.18% 120

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Chesley Taft & Associates's CRM Position: Q2 2026 in Review

Chesley Taft & Associates increased its Salesforce (CRM) stake by 97% in Q2 2026, buying an estimated $7.36M and bringing the position to 85,183 shares worth $13.3M. The position accounts for 0.52% of the portfolio, ranked #52.

Chesley Taft & Associates first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $15.9M in Q4 2024. 653 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chesley Taft & Associates held 85,183 shares of Salesforce worth $13.3M as of Q2 2026.
  • Chesley Taft & Associates bought 41,847 Salesforce shares in Q2 2026, an estimated $7.36M.
  • Salesforce made up 0.52% of Chesley Taft & Associates's portfolio in Q2 2026, its #52 holding.
  • Chesley Taft & Associates first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Chesley Taft & Associates's Salesforce position peaked at $15.9M in Q4 2024.
  • 653 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.