SEC 13F Intelligence

Chase Investment Counsel Corp / CRM

Chase Investment Counsel Corp’s Salesforce Inc Position

Does Chase Investment Counsel Corp own Salesforce Inc (CRM)? Not currently — the last reported position was 10.3K shares worth $3M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2024
Shares
10.3K
% of Portfolio
+1.16%
Quarters Held
5
position exited

Position History CRM

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202410.3K$3M+1.16%
Q4 202310.4K$3M+1.21%
Q3 202310.3K$2M+1.05%
Q2 202321.3K$4M+2.27%
Q1 202319.5K$4M+2.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chase Investment Counsel Corp’s full portfolio or all institutional holders of CRM.