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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First National Advisers's CRM Position: Q1 2026 in Review

First National Advisers increased its Salesforce (CRM) stake by 64% in Q1 2026, buying an estimated $540K and bringing the position to 6,656 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #110.

First National Advisers first reported a position in CRM in Q4 2025 and has held it in 2 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

First National Advisers held 6,656 shares of Salesforce worth $1.24M as of Q1 2026.
First National Advisers bought 2,607 Salesforce shares in Q1 2026, an estimated $540K.
Salesforce made up 0.18% of First National Advisers's portfolio in Q1 2026, its #110 holding.
First National Advisers first reported a position in Salesforce in Q4 2025 and has held it in 2 quarters since.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.