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Commonwealth Retirement Investments’s Salesforce CRM Stock Holding History

Commonwealth Retirement Investments’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 		$18.8K Buy
+120
New +$21.1K 0.01% 253
2026
Q1 		– Sell
-94
Closed -$25K – 179
2025
Q4 		$25K Buy
+94
New +$23.4K 0.01% 227

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 $3.38T AUM 44.17% 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

Commonwealth Retirement Investments's CRM Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in Salesforce (CRM) in Q2 2026: 120 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #253 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in CRM as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $25K in Q4 2025. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Commonwealth Retirement Investments held 120 shares of Salesforce worth $18.8K as of Q2 2026.
  • Salesforce was a new Commonwealth Retirement Investments position in Q2 2026.
  • Salesforce made up 0.01% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #253 holding.
  • Commonwealth Retirement Investments first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Retirement Investments's Salesforce position peaked at $25K in Q4 2025.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.