Navellier & Associates’s Salesforce CRM Stock Holding History

Navellier & Associates’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	$681K	Sell	4,348 -73	-2%	-$12.8K	0.05%	214
2026 Q1	$825K	Sell	4,421 -287	-6%	-$59.5K	0.09%	159
2025 Q4	$1.25M	Hold	4,708	–	–	0.14%	137
2025 Q3	$1.12M	Sell	4,708 -122	-3%	-$30.8K	0.11%	164
2025 Q2	$1.32M	Hold	4,830	–	–	0.16%	124
2025 Q1	$1.32M	Sell	4,830 -18	-0.4%	-$5.6K	0.18%	119
2024 Q4	$1.62M	Buy	4,848 +18	+0.4%	+$5.75K	0.19%	115
2024 Q3	$1.32M	Sell	4,830 -18	-0.4%	-$4.61K	0.18%	114
2024 Q2	$1.25M	Sell	4,848 -7	-0.1%	-$1.87K	0.15%	138
2024 Q1	$1.46M	Hold	4,855	–	–	0.18%	125
2023 Q4	$1.28M	Buy	4,855 +525	+12%	+$119K	0.19%	126
2023 Q3	$878K	Buy	+4,330	New	+$936K	0.15%	147

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Navellier & Associates's CRM Position: Q2 2026 in Review

Navellier & Associates reduced its Salesforce (CRM) stake by 1.7% in Q2 2026, selling an estimated $12.8K and leaving 4,348 shares worth $681K. The position accounts for 0.05% of the portfolio, ranked #214.

Navellier & Associates first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Navellier & Associates held 4,348 shares of Salesforce worth $681K as of Q2 2026.
Navellier & Associates sold 73 Salesforce shares in Q2 2026, an estimated $12.8K.
Salesforce made up 0.05% of Navellier & Associates's portfolio in Q2 2026, its #214 holding.
Navellier & Associates first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
Navellier & Associates's Salesforce position peaked at $1.62M in Q4 2024.
2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.