Choate Investment Advisors’s Salesforce CRM Stock Holding History

Choate Investment Advisors’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	$1.15M	Sell	6,139 -628	-9%	-$130K	0.02%	217
2025 Q4	$1.79M	Buy	6,767 +263	+4%	+$65.4K	0.04%	173
2025 Q3	$1.54M	Buy	6,504 +797	+14%	+$201K	0.03%	172
2025 Q2	$1.56M	Buy	5,707 +293	+5%	+$78.3K	0.03%	160
2025 Q1	$1.45M	Buy	5,414 +72	+1%	+$22.4K	0.04%	158
2024 Q4	$1.79M	Buy	5,342 +1,193	+29%	+$381K	0.04%	146
2024 Q3	$1.14M	Buy	4,149 +9	+0.2%	+$2.31K	0.03%	184
2024 Q2	$1.06M	Sell	4,140 -142	-3%	-$38K	0.03%	186
2024 Q1	$1.29M	Sell	4,282 -6,957	-62%	-$2.01M	0.03%	171
2023 Q4	$2.96M	Buy	11,239 +626	+6%	+$142K	0.09%	110
2023 Q3	$2.15M	Buy	10,613 +8,199	+340%	+$1.77M	0.08%	105
2023 Q2	$510K	Buy	2,414 +1,280	+113%	+$261K	0.02%	203
2023 Q1	$227K	Buy	+1,134	New	+$192K	0.01%	251
2022 Q2	–	Sell	-2,414	Closed	-$512K	–	335
2022 Q1	$512K	Buy	2,414 +15	+0.6%	+$3.23K	0.03%	194
2021 Q4	$610K	Buy	+2,399	New	+$674K	0.04%	165

Other funds holding CRM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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