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Natural Investments’s Salesforce CRM Stock Holding History

Natural Investments’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 		$389K Hold
2,489
– – 0.09% 190
2026
Q1 		$464K Buy
2,489
+139
+6% +$28.8K 0.11% 167
2025
Q4 		$622K Buy
2,350
+185
+9% +$46K 0.15% 133
2025
Q3 		$513K Sell
2,165
-12
-0.6% -$3.03K 0.13% 137
2025
Q2 		$593K Buy
2,177
+394
+22% +$105K 0.15% 127
2025
Q1 		$478K Buy
1,783
+27
+2% +$8.4K 0.14% 139
2024
Q4 		$587K Buy
+1,756
New +$560K 0.16% 127

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Natural Investments's CRM Position: Q2 2026 in Review

Natural Investments held its Salesforce (CRM) position steady in Q2 2026 at 2,489 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #190.

Natural Investments first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $622K in Q4 2025. 1,527 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Natural Investments held 2,489 shares of Salesforce worth $389K as of Q2 2026.
  • Natural Investments left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 0.09% of Natural Investments's portfolio in Q2 2026, its #190 holding.
  • Natural Investments first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Salesforce position peaked at $622K in Q4 2025.
  • 1,527 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.