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Salem Investment Counselors’s Salesforce CRM Stock Holding History

Salem Investment Counselors’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 		$230K Sell
1,461
-93
-6% -$16.4K 0.01% 390
2026
Q1 		$290K Sell
1,554
-2,435
-61% -$505K 0.01% 341
2025
Q4 		$1.06M Sell
3,989
-150
-4% -$37.3K 0.03% 201
2025
Q3 		$982K Sell
4,139
-189
-4% -$47.7K 0.03% 212
2025
Q2 		$1.18M Buy
4,328
+271
+7% +$72.5K 0.04% 188
2025
Q1 		$1.09M Buy
4,057
+68
+2% +$21.1K 0.04% 179
2024
Q4 		$1.33M Sell
3,989
-100
-2% -$31.9K 0.04% 177
2024
Q3 		$1.12M Hold
4,089
– – 0.03% 192
2024
Q2 		$1.05M Buy
4,089
+350
+9% +$93.7K 0.03% 192
2024
Q1 		$1.13M Sell
3,739
-12
-0.3% -$3.46K 0.04% 186
2023
Q4 		$987K Buy
3,751
+145
+4% +$32.8K 0.03% 189
2023
Q3 		$731K Buy
3,606
+2,050
+132% +$443K 0.03% 203
2023
Q2 		$329K Sell
1,556
-67
-4% -$13.7K 0.01% 278
2023
Q1 		$324K Sell
1,623
-14,633
-90% -$2.47M 0.01% 282
2022
Q4 		$2.16M Sell
16,256
-9,497
-37% -$1.39M 0.09% 126
2022
Q3 		$3.7M Buy
25,753
+2,039
+9% +$346K 0.17% 89
2022
Q2 		$3.91M Sell
23,714
-3,994
-14% -$706K 0.18% 86
2022
Q1 		$5.88M Buy
27,708
+4,719
+21% +$1.02M 0.23% 68
2021
Q4 		$5.84M Buy
22,989
+434
+2% +$122K 0.2% 75
2021
Q3 		$6.12M Buy
22,555
+1,140
+5% +$290K 0.33% 64
2021
Q2 		$5.23M Buy
21,415
+796
+4% +$183K 0.29% 76
2021
Q1 		$4.37M Buy
20,619
+1,055
+5% +$235K 0.27% 78
2020
Q4 		$4.35M Sell
19,564
-777
-4% -$189K 0.29% 75
2020
Q3 		$5.11M Hold
20,341
– – 0.39% 62
2020
Q2 		$3.81M Sell
20,341
-333
-2% -$56.1K 0.32% 66
2020
Q1 		$2.98M Sell
20,674
-1,360
-6% -$233K 0.31% 71
2019
Q4 		$3.58M Sell
22,034
-276
-1% -$43.3K 0.3% 73
2019
Q3 		$3.31M Buy
22,310
+675
+3% +$103K 0.31% 76
2019
Q2 		$3.28M Sell
21,635
-275
-1% -$43.1K 0.3% 80
2019
Q1 		$3.48M Buy
21,910
+950
+5% +$147K 0.36% 68
2018
Q4 		$2.87M Sell
20,960
-950
-4% -$131K 0.36% 67
2018
Q3 		$3.48M Sell
21,910
-459
-2% -$68.1K 0.36% 68
2018
Q2 		$3.05M Sell
22,369
-150
-0.7% -$19.1K 0.28% 69
2018
Q1 		$2.59M Hold
22,519
– – 0.29% 74
2017
Q4 		$2.3M Buy
+22,519
New +$2.29M 0.25% 78
2017
Q3 		– Sell
-21,985
Closed -$1.9M – 586
2017
Q2 		$1.9M Sell
21,985
-440
-2% -$38.3K 0.22% 92
2017
Q1 		$1.84M Buy
22,425
+562
+3% +$44.9K 0.2% 111
2016
Q4 		$1.5M Buy
21,863
+288
+1% +$20.9K 0.17% 108
2016
Q3 		$15.4K Buy
21,575
+1,150
+6% +$89.7K 0.2% 100
2016
Q2 		$1.62M Buy
20,425
+2,875
+16% +$226K 0.19% 107
2016
Q1 		$1.3M Buy
+17,550
New +$1.21M 0.16% 115

Other funds holding CRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Salem Investment Counselors reduced its Salesforce (CRM) stake by 6% in Q2 2026, selling an estimated $16.4K and leaving 1,461 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #390.

Salem Investment Counselors first reported a position in CRM in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.12M in Q3 2021. 983 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Salem Investment Counselors held 1,461 shares of Salesforce worth $230K as of Q2 2026.
  • Salem Investment Counselors sold 93 Salesforce shares in Q2 2026, an estimated $16.4K.
  • Salesforce made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #390 holding.
  • Salem Investment Counselors first reported a position in Salesforce in Q1 2016 and has held it in 41 quarters since.
  • Salem Investment Counselors's Salesforce position peaked at $6.12M in Q3 2021.
  • 983 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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