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First National Advisers’s Salesforce CRM Stock Holding History

First National Advisers’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 		$1.07M Buy
6,855
+199
+3% +$35K 0.15% 119
2026
Q1 		$1.24M Buy
6,656
+2,607
+64% +$540K 0.18% 110
2025
Q4 		$1.07M Buy
+4,049
New +$1.01M 0.15% 124

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

First National Advisers's CRM Position: Q2 2026 in Review

First National Advisers increased its Salesforce (CRM) stake by 3% in Q2 2026, buying an estimated $35K and bringing the position to 6,855 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #119.

First National Advisers first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24M in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • First National Advisers held 6,855 shares of Salesforce worth $1.07M as of Q2 2026.
  • First National Advisers bought 199 Salesforce shares in Q2 2026, an estimated $35K.
  • Salesforce made up 0.15% of First National Advisers's portfolio in Q2 2026, its #119 holding.
  • First National Advisers first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • First National Advisers's Salesforce position peaked at $1.24M in Q1 2026.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.