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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
Q2 		$920K Sell
5,872
-267
-4% -$47K 0.02% 244
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
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

Choate Investment Advisors's CRM Position: Q2 2026 in Review

Choate Investment Advisors reduced its Salesforce (CRM) stake by 4.3% in Q2 2026, selling an estimated $47K and leaving 5,872 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #244.

Choate Investment Advisors first reported a position in CRM in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.96M in Q4 2023. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Choate Investment Advisors held 5,872 shares of Salesforce worth $920K as of Q2 2026.
  • Choate Investment Advisors sold 267 Salesforce shares in Q2 2026, an estimated $47K.
  • Salesforce made up 0.02% of Choate Investment Advisors's portfolio in Q2 2026, its #244 holding.
  • Choate Investment Advisors first reported a position in Salesforce in Q4 2021 and has held it in 16 quarters since.
  • Choate Investment Advisors's Salesforce position peaked at $2.96M in Q4 2023.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.