Navalign LLC
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Navalign LLC’s Salesforce CRM Stock Holding History

Navalign LLC’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
Q3 		$1.96M Buy
8,519
+104
+1% +$21.5K 0.45% 35
2026
Q2 		$1.32M Buy
8,415
+1,900
+29% +$334K 0.31% 56
2026
Q1 		$1.22M Buy
6,515
+77
+1% +$16K 0.31% 56
2025
Q4 		$1.71M Buy
6,438
+302
+5% +$75K 0.42% 41
2025
Q3 		$1.45M Sell
6,136
-1,261
-17% -$318K 0.38% 44
2025
Q2 		$2.02M Sell
7,397
-315
-4% -$84.2K 0.56% 29
2025
Q1 		$2.07M Sell
7,712
-93
-1% -$28.9K 0.59% 27
2024
Q4 		$2.61M Sell
7,805
-212
-3% -$67.7K 0.77% 23
2024
Q3 		$2.19M Buy
8,017
+81
+1% +$20.7K 0.65% 24
2024
Q2 		$2.04M Buy
7,936
+284
+4% +$76K 0.64% 25
2024
Q1 		$2.3M Sell
7,652
-243
-3% -$70.1K 0.76% 23
2023
Q4 		$2.08M Sell
7,895
-201
-2% -$45.5K 0.72% 24
2023
Q3 		$1.64M Sell
8,096
-184
-2% -$39.8K 0.62% 27
2023
Q2 		$1.75M Buy
8,280
+16
+0.2% +$3.27K 0.7% 23
2023
Q1 		$1.65M Buy
8,264
+1,888
+30% +$319K 0.69% 23
2022
Q4 		$845K Sell
6,376
-1,520
-19% -$222K 0.35% 61
2022
Q3 		$1.14M Buy
7,896
+902
+13% +$153K 0.51% 33
2022
Q2 		$1.15M Sell
6,994
-761
-10% -$134K 0.5% 37
2022
Q1 		$1.36M Buy
7,755
+300
+4% +$64.6K 0.57% 33
2021
Q4 		$1.9M Sell
7,455
-143
-2% -$40.2K 0.76% 25
2021
Q3 		$2.06M Sell
7,598
-70
-0.9% -$17.8K 0.87% 18
2021
Q2 		$1.87M Buy
7,668
+214
+3% +$49.3K 0.79% 22
2021
Q1 		$1.58M Buy
+7,454
New +$1.66M 0.7% 26

Other funds holding CRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Banco Santander
Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Navalign LLC's CRM Position: Q3 2026 in Review

Navalign LLC increased its Salesforce (CRM) stake by 1.2% in Q3 2026, buying an estimated $21.5K and bringing the position to 8,519 shares worth $1.96M. The position accounts for 0.45% of the portfolio, ranked #35.

Navalign LLC first reported a position in CRM in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.61M in Q4 2024. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • Navalign LLC held 8,519 shares of Salesforce worth $1.96M as of Q3 2026.
  • Navalign LLC bought 104 Salesforce shares in Q3 2026, an estimated $21.5K.
  • Salesforce made up 0.45% of Navalign LLC's portfolio in Q3 2026, its #35 holding.
  • Navalign LLC first reported a position in Salesforce in Q1 2021 and has held it in 23 quarters since.
  • Navalign LLC's Salesforce position peaked at $2.61M in Q4 2024.
  • 1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.