CHARTER RESEARCH & INVESTMENT GROUP, INC.
Position in CRM — Salesforce, Inc.
CIK 1666624
SOUTHPORT, CT
Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,123,252
-$262,772 QoQ
Shares Held
7,170
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,160
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $1,864,078 across 2 Software - Application names. CRM ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
7,170 | $1,123,252 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,308 | $740,826 |
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,252 | 7,170 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,386,024 | 7,425 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,013,316 | 7,600 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,839,594 | 7,762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,143,888 | 7,862 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,160,834 | 8,052 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,692,025 | 8,052 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,217,598 | 8,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,084,309 | 8,107 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,087,779 | 6,932 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,834,612 | 6,972 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,413,782 | 6,972 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,541,564 | 7,297 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,520,725 | 7,612 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,011,926 | 7,632 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,136,623 | 7,902 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,355,308 | 8,212 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,545,052 | 7,277 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,849,304 | 7,277 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,973,667 | 7,277 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,701,829 | 6,967 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,430,546 | 6,752 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,432,425 | 6,437 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,600,154 | 6,367 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,558,210 | 8,318 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,197,625 | 8,318 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||