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Sterling Investment Counsel’s Salesforce CRM Stock Holding History

Sterling 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
Q2 		$1.05M Buy
6,675
+370
+6% +$65.1K 0.25% 68
2026
Q1 		$1.18M Buy
6,305
+1,258
+25% +$261K 0.33% 56
2025
Q4 		$1.36M Buy
5,047
+560
+12% +$139K 0.39% 49
2025
Q3 		$1.06M Buy
4,487
+3,147
+235% +$794K 0.34% 52
2025
Q2 		$365K Sell
1,340
-2,976
-69% -$796K 0.21% 79
2025
Q1 		$1.16M Buy
4,316
+3,174
+278% +$987K 0.4% 48
2024
Q4 		$382K Sell
1,142
-2,637
-70% -$842K 0.25% 68
2024
Q3 		$1.03M Buy
3,779
+53
+1% +$13.6K 0.37% 50
2024
Q2 		$958K Buy
3,726
+166
+5% +$44.4K 0.38% 48
2024
Q1 		$1.07M Buy
3,560
+172
+5% +$49.6K 0.5% 42
2023
Q4 		$892K Buy
3,388
+411
+14% +$93K 0.45% 47
2023
Q3 		$604K Sell
2,977
-29
-1% -$6.27K 0.35% 59
2023
Q2 		$635K Buy
3,006
+77
+3% +$15.7K 0.34% 52
2023
Q1 		$585K Sell
2,929
-134
-4% -$22.6K 0.35% 55
2022
Q4 		$406K Sell
3,063
-382
-11% -$55.7K 0.25% 78
2022
Q3 		$496K Buy
3,445
+451
+15% +$76.5K 0.36% 50
2022
Q2 		$494K Buy
2,994
+657
+28% +$116K 0.38% 56
2022
Q1 		$496K Buy
2,337
+1,272
+119% +$274K 0.33% 65
2021
Q4 		$271K Buy
+1,065
New +$299K 0.18% 115

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Sterling Investment Counsel's CRM Position: Q2 2026 in Review

Sterling Investment Counsel increased its Salesforce (CRM) stake by 5.9% in Q2 2026, buying an estimated $65.1K and bringing the position to 6,675 shares worth $1.05M. The position accounts for 0.25% of the portfolio, ranked #68.

Sterling Investment Counsel first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Sterling Investment Counsel held 6,675 shares of Salesforce worth $1.05M as of Q2 2026.
  • Sterling Investment Counsel bought 370 Salesforce shares in Q2 2026, an estimated $65.1K.
  • Salesforce made up 0.25% of Sterling Investment Counsel's portfolio in Q2 2026, its #68 holding.
  • Sterling Investment Counsel first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Sterling Investment Counsel's Salesforce position peaked at $1.36M in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.