Charles Schwab · CRM Holdings Trend
Salesforce · SEC 13F
Charles Schwab Holdings of CRM by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 5.5M | $1.7B | — |
| 2024Q2 | 5.8M | $1.5B | -10.1% |
| 2024Q3 | 5.9M | $1.6B | +8.2% |
| 2024Q4 | 6.1M | $2.0B | +25.3% |
| 2025Q1 | 6.4M | $1.7B | -15.8% |
| 2025Q2 | 6.5M | $1.8B | +3.5% |
| 2025Q3 | 13.1M | $3.3B | +86.6% |
| 2025Q4 | 6.9M | $1.8B | -44.5% |
| 2026Q1 | 7.0M | $1.3B | -28.5% |
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Data source: SEC EDGAR Form 13F