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Salem Investment Counselors’s C3.ai AI Stock Holding History

Salem Investment Counselors’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.33K Hold
146
– – ﹤0.01% 1136
2026
Q1 		$1.23K Buy
+146
New +$1.57K ﹤0.01% 1115
2025
Q4 		– Sell
-1,253
Closed -$21.7K – 410
2025
Q3 		$21.7K Sell
1,253
-12,190
-91% -$255K ﹤0.01% 729
2025
Q2 		$330K Buy
13,443
+60
+0.4% +$1.37K 0.01% 317
2025
Q1 		$282K Hold
13,383
– – 0.01% 319
2024
Q4 		$461K Sell
13,383
-12,700
-49% -$394K 0.02% 272
2024
Q3 		$632K Buy
26,083
+17,172
+193% +$436K 0.02% 249
2024
Q2 		$258K Buy
8,911
+8,780
+6,702% +$226K 0.01% 330
2024
Q1 		$3.55K Sell
131
-200
-60% -$5.62K ﹤0.01% 972
2023
Q4 		$9.5K Buy
331
+131
+66% +$3.6K ﹤0.01% 824
2023
Q3 		$5.1K Hold
200
– – ﹤0.01% 893
2023
Q2 		$7.29K Buy
200
+100
+100% +$2.82K ﹤0.01% 872
2023
Q1 		$3.36K Hold
100
– – ﹤0.01% 948
2022
Q4 		$1.12K Hold
100
– – ﹤0.01% 996
2022
Q3 		$1K Sell
100
-2,800
-97% -$50.2K ﹤0.01% 977
2022
Q2 		$53K Hold
2,900
– – ﹤0.01% 494
2022
Q1 		$66K Hold
2,900
– – ﹤0.01% 464
2021
Q4 		$91K Buy
2,900
+1,200
+71% +$48.6K ﹤0.01% 466
2021
Q3 		$79K Buy
1,700
+1,625
+2,167% +$82.7K ﹤0.01% 439
2021
Q2 		$5K Hold
75
– – ﹤0.01% 785
2021
Q1 		$5K Buy
+75
New +$8.72K ﹤0.01% 750

Other funds holding AI

TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TMC
Themes Management Co Greenwich, Connecticut $151M AUM
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Salem Investment Counselors's AI Position: Q2 2026 in Review

Salem Investment Counselors held its C3.ai (AI) position steady in Q2 2026 at 146 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Salem Investment Counselors first reported a position in AI in Q1 2021 and has held it in 21 quarters since. The position peaked at $632K in Q3 2024. 73 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Salem Investment Counselors held 146 shares of C3.ai worth $1.33K as of Q2 2026.
  • Salem Investment Counselors left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #1136 holding.
  • Salem Investment Counselors first reported a position in C3.ai in Q1 2021 and has held it in 21 quarters since.
  • Salem Investment Counselors's C3.ai position peaked at $632K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.