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Concord Investment Counsel’s Salesforce CRM Stock Holding History

Concord Investment Counsel’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 		– Sell
-166
Closed -$44K – 42
2025
Q4 		$44K Sell
166
-17,204
-99% -$4.28M 0.01% 39
2025
Q3 		$4.12M Buy
+17,370
New +$4.38M 1.31% 23
2024
Q1 		$3.89M Buy
+12,928
New +$3.73M 1.41% 23

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

Concord Investment Counsel's CRM Position: Q1 2026 in Review

Concord Investment Counsel sold out of Salesforce (CRM) in Q1 2026, closing a stake of 166 shares — an estimated $44K sold.

Concord Investment Counsel first reported a position in CRM in Q1 2024 and held it in 3 quarters. The position peaked at $4.12M in Q3 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Concord Investment Counsel reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Concord Investment Counsel sold 166 Salesforce shares in Q1 2026, an estimated $44K.
  • Concord Investment Counsel first reported a position in Salesforce in Q1 2024 and held it in 3 quarters.
  • Concord Investment Counsel's Salesforce position peaked at $4.12M in Q3 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Concord Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.