SEC 13F Intelligence

Charles Schwab Investment Management Inc / CRM

Charles Schwab Investment Management Inc’s Salesforce Inc Position

Does Charles Schwab Investment Management Inc own Salesforce Inc (CRM)? Yes — 7.00M shares worth $1.3B (+0.20% of its 13F portfolio) as of Q1 2026, up from 6.90M shares the prior filed quarter.

Position Value
$1.3B
Q1 2026
Shares
7.00M
% of Portfolio
+0.20%
Quarters Held
30
currently held

Position History CRM

Reported value by quarter
Q4 ’18: $393MQ4 ’18Q1 ’19: $492MQ2 ’19: $492MQ3 ’19: $561MQ4 ’19: $639MQ4 ’19Q1 ’20: $569MQ2 ’20: $760MQ3 ’20: $1.0BQ4 ’20: $933MQ4 ’20Q1 ’21: $875MQ2 ’21: $1.0BQ3 ’21: $1.2BQ4 ’21: $1.2BQ4 ’21Q1 ’22: $1.0BQ2 ’22: $815MQ3 ’22: $722MQ4 ’22: $689MQ4 ’22Q1 ’23: $1.1BQ2 ’23: $1.1BQ3 ’23: $1.1BQ4 ’23: $1.4BQ4 ’23Q1 ’24: $1.7BQ2 ’24: $1.5BQ3 ’24: $1.6BQ4 ’24: $2.0BQ4 ’24Q1 ’25: $1.7BQ2 ’25: $1.8BQ3 ’25: $1.6BQ4 ’25: $1.8BQ4 ’25Q1 ’26: $1.3Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20267.00M$1.3B+0.20%
Q4 20256.90M$1.8B+0.28%
Q3 20256.73M$1.6B+0.25%
Q2 20256.48M$1.8B+0.31%
Q1 20256.36M$1.7B+0.32%
Q4 20246.07M$2.0B+0.37%
Q3 20245.91M$1.6B+0.31%
Q2 20245.82M$1.5B+0.28%
Q1 20245.52M$1.7B+0.38%
Q4 20235.40M$1.4B+0.36%
Q3 20235.25M$1.1B+0.30%
Q2 20235.23M$1.1B+0.32%
Q1 20235.29M$1.1B+0.32%
Q4 20225.20M$689M+0.22%
Q3 20225.02M$722M+0.26%
Q2 20224.94M$815M+0.28%
Q1 20224.82M$1.0B+0.31%
Q4 20214.69M$1.2B+0.35%
Q3 20214.54M$1.2B+0.40%
Q2 20214.25M$1.0B+0.34%
Q1 20214.13M$875M+0.32%
Q4 20204.19M$933M+0.37%
Q3 20204.16M$1.0B+0.48%
Q2 20204.06M$760M+0.37%
Q1 20203.95M$569M+0.33%
Q4 20193.93M$639M+0.34%
Q3 20193.78M$561M+0.33%
Q2 20193.24M$492M+0.30%
Q1 20193.11M$492M+0.32%
Q4 20182.87M$393M+0.30%

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