ECM
CRM icon

Estabrook Capital Management’s Salesforce CRM Stock Holding History

Estabrook Capital Management’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 		$51.9K Hold
331
– – 0.01% 197
2026
Q1 		$61.8K Hold
331
– – 0.01% 180
2025
Q4 		$87.7K Hold
331
– – 0.01% 155
2025
Q3 		$78.4K Hold
331
– – 0.01% 165
2025
Q2 		$90.3K Hold
331
– – 0.01% 156
2025
Q1 		$88.8K Hold
331
– – 0.01% 157
2024
Q4 		$111K Hold
331
– – 0.02% 149
2024
Q3 		$90.6K Hold
331
– – 0.01% 169
2024
Q2 		$85.1K Hold
331
– – 0.01% 170
2024
Q1 		$99.7K Hold
331
– – 0.02% 164
2023
Q4 		$87.1K Hold
331
– – 0.01% 167
2023
Q3 		$67.1K Hold
331
– – 0.01% 180
2023
Q2 		$69.9K Hold
331
– – 0.01% 183
2023
Q1 		$66.1K Hold
331
– – 0.01% 192
2022
Q4 		$43.9K Hold
331
– – 0.01% 218
2022
Q3 		$47.6K Hold
331
– – 0.01% 207
2022
Q2 		$54.6K Hold
331
– – 0.01% 203
2022
Q1 		$70.3K Hold
331
– – 0.01% 201
2021
Q4 		$84.1K Buy
331
+231
+231% +$64.9K 0.01% 195
2021
Q3 		$27.1K Hold
100
– – ﹤0.01% 227
2021
Q2 		$24.4K Hold
100
– – ﹤0.01% 243
2021
Q1 		$21.2K Hold
100
– – ﹤0.01% 251
2020
Q4 		$22.3K Hold
100
– – ﹤0.01% 251
2020
Q3 		$25.1K Hold
100
– – ﹤0.01% 237
2020
Q2 		$18.7K Hold
100
– – ﹤0.01% 256
2020
Q1 		$14.4K Hold
100
– – ﹤0.01% 256
2019
Q4 		$16.3K Buy
+100
New +$15.7K ﹤0.01% 267

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

Estabrook Capital Management's CRM Position: Q2 2026 in Review

Estabrook Capital Management held its Salesforce (CRM) position steady in Q2 2026 at 331 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #197.

Estabrook Capital Management first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $111K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Estabrook Capital Management held 331 shares of Salesforce worth $51.9K as of Q2 2026.
  • Estabrook Capital Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.01% of Estabrook Capital Management's portfolio in Q2 2026, its #197 holding.
  • Estabrook Capital Management first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Estabrook Capital Management's Salesforce position peaked at $111K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.