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NBC Securities’s Salesforce CRM Stock Holding History

NBC Securities’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 		$911K Sell
5,813
-11
-0.2% -$1.93K 0.06% 323
2026
Q1 		$1.09M Sell
5,824
-827
-12% -$171K 0.08% 262
2025
Q4 		$1.76M Buy
6,651
+157
+2% +$39K 0.13% 168
2025
Q3 		$1.54M Sell
6,494
-4,624
-42% -$1.17M 0.12% 193
2025
Q2 		$3.03M Sell
11,118
-1,462
-12% -$391K 0.25% 97
2025
Q1 		$3.38M Buy
12,580
+12,569
+114,264% +$3.91M 0.29% 81
2024
Q4 		$3.98K Sell
11
-11,587
-100% -$3.7M 0.36% 55
2024
Q3 		$3.17M Sell
11,598
-607
-5% -$155K 0.27% 81
2024
Q2 		$3.14M Sell
12,205
-199
-2% -$53.2K 0.29% 76
2024
Q1 		$3.73M Buy
12,404
+340
+3% +$98.1K 0.35% 51
2023
Q4 		$3.17M Buy
12,064
+30
+0.2% +$6.79K 0.32% 67
2023
Q3 		$2.44M Buy
+12,034
New +$2.6M 0.27% 82

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

NBC Securities's CRM Position: Q2 2026 in Review

NBC Securities reduced its Salesforce (CRM) stake by 0.19% in Q2 2026, selling an estimated $1.93K and leaving 5,813 shares worth $911K. The position accounts for 0.06% of the portfolio, ranked #323.

NBC Securities first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.73M in Q1 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NBC Securities held 5,813 shares of Salesforce worth $911K as of Q2 2026.
  • NBC Securities sold 11 Salesforce shares in Q2 2026, an estimated $1.93K.
  • Salesforce made up 0.06% of NBC Securities's portfolio in Q2 2026, its #323 holding.
  • NBC Securities first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Salesforce position peaked at $3.73M in Q1 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.