1NWS
CRM icon

1 North Wealth Services’s Salesforce CRM Stock Holding History

1 North Wealth Services’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 		$1.57K Hold
10
– – ﹤0.01% 289
2026
Q1 		$1.87K Hold
10
– – ﹤0.01% 243
2025
Q4 		$2.65K Hold
10
– – ﹤0.01% 241
2025
Q3 		$2.37K Hold
10
– – ﹤0.01% 226
2025
Q2 		$2.73K Hold
10
– – ﹤0.01% 220
2025
Q1 		$2.68K Buy
+10
New +$3.11K ﹤0.01% 220

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1 North Wealth Services's CRM Position: Q2 2026 in Review

1 North Wealth Services held its Salesforce (CRM) position steady in Q2 2026 at 10 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

1 North Wealth Services first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.73K in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • 1 North Wealth Services held 10 shares of Salesforce worth $1.57K as of Q2 2026.
  • 1 North Wealth Services left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #289 holding.
  • 1 North Wealth Services first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
  • 1 North Wealth Services's Salesforce position peaked at $2.73K in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.