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Naviter Wealth’s Salesforce CRM Stock Holding History

Naviter Wealth’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 		$1.15M Sell
7,317
-478
-6% -$84.1K 0.1% 164
2026
Q1 		$1.46M Buy
7,795
+268
+4% +$55.5K 0.18% 125
2025
Q4 		$2M Sell
7,527
-1,603
-18% -$398K 0.26% 90
2025
Q3 		$2.17M Sell
9,130
-229
-2% -$57.8K 0.25% 100
2025
Q2 		$2.56M Buy
9,359
+128
+1% +$34.2K 0.31% 84
2025
Q1 		$2.49M Buy
9,231
+42
+0.5% +$13.1K 0.3% 86
2024
Q4 		$3.08M Sell
9,189
-339
-4% -$108K 0.37% 66
2024
Q3 		$2.61M Buy
9,528
+1,502
+19% +$385K 0.36% 70
2024
Q2 		$2.06M Buy
8,026
+951
+13% +$254K 0.31% 87
2024
Q1 		$2.13M Buy
7,075
+1,143
+19% +$330K 0.35% 76
2023
Q4 		$1.56M Buy
5,932
+738
+14% +$167K 0.31% 88
2023
Q3 		$1.05M Buy
5,194
+139
+3% +$30K 0.25% 93
2023
Q2 		$1.07M Buy
5,055
+365
+8% +$74.5K 0.27% 94
2023
Q1 		$937K Sell
4,690
-799
-15% -$135K 0.33% 90
2022
Q4 		$850K Sell
5,489
-186
-3% -$27.1K 0.23% 101
2022
Q3 		$816K Sell
5,675
-810
-12% -$137K 0.33% 71
2022
Q2 		$1.07M Buy
+6,485
New +$1.15M 0.44% 45

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

Naviter Wealth's CRM Position: Q2 2026 in Review

Naviter Wealth reduced its Salesforce (CRM) stake by 6.1% in Q2 2026, selling an estimated $84.1K and leaving 7,317 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #164.

Naviter Wealth first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.08M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Naviter Wealth held 7,317 shares of Salesforce worth $1.15M as of Q2 2026.
  • Naviter Wealth sold 478 Salesforce shares in Q2 2026, an estimated $84.1K.
  • Salesforce made up 0.1% of Naviter Wealth's portfolio in Q2 2026, its #164 holding.
  • Naviter Wealth first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Salesforce position peaked at $3.08M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.