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CRM icon

55 North Private Wealth’s Salesforce CRM Stock Holding History

55 North Private Wealth’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 		$241K Buy
+1,538
New +$270K 0.05% 230
2026
Q1 		– Sell
-1,052
Closed -$279K – 216
2025
Q4 		$279K Buy
+1,052
New +$261K 0.07% 137

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

55 North Private Wealth's CRM Position: Q2 2026 in Review

55 North Private Wealth opened a new position in Salesforce (CRM) in Q2 2026: 1,538 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #230 among its holdings. This is a return to the name: 55 North Private Wealth previously reported a position in CRM as recently as Q4 2025.

55 North Private Wealth first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. The position peaked at $279K in Q4 2025. 2,465 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • 55 North Private Wealth held 1,538 shares of Salesforce worth $241K as of Q2 2026.
  • Salesforce was a new 55 North Private Wealth position in Q2 2026.
  • Salesforce made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #230 holding.
  • 55 North Private Wealth first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
  • 55 North Private Wealth's Salesforce position peaked at $279K in Q4 2025.
  • 2,465 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.