NRI
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NFP Retirement Inc’s Salesforce CRM Stock Holding History

NFP Retirement Inc’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 		– Sell
-1,203
Closed -$225K – 323
2026
Q1 		$225K Buy
1,203
+45
+4% +$9.32K 0.01% 282
2025
Q4 		$307K Buy
1,158
+53
+5% +$13.2K 0.02% 256
2025
Q3 		$262K Buy
1,105
+5
+0.5% +$1.26K 0.02% 257
2025
Q2 		$300K Sell
1,100
-11
-1% -$2.94K 0.02% 247
2025
Q1 		$298K Hold
1,111
– – 0.02% 230
2024
Q4 		$371K Buy
1,111
+68
+7% +$21.7K 0.03% 215
2024
Q3 		$286K Hold
1,043
– – 0.02% 237
2024
Q2 		$268K Sell
1,043
-16
-2% -$4.28K 0.02% 237
2024
Q1 		$319K Buy
1,059
+21
+2% +$6.06K 0.03% 221
2023
Q4 		$273K Sell
1,038
-43
-4% -$9.73K 0.05% 204
2023
Q3 		$219K Hold
1,081
– – 0.04% 211
2023
Q2 		$228K Buy
1,081
+23
+2% +$4.7K 0.04% 213
2023
Q1 		$211K Buy
+1,058
New +$179K 0.04% 222

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

NFP Retirement Inc's CRM Position: Q2 2026 in Review

NFP Retirement Inc sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,203 shares — an estimated $225K sold.

NFP Retirement Inc first reported a position in CRM in Q1 2023 and held it in 13 quarters. The position peaked at $371K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NFP Retirement Inc reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • NFP Retirement Inc sold 1,203 Salesforce shares in Q2 2026, an estimated $225K.
  • NFP Retirement Inc first reported a position in Salesforce in Q1 2023 and held it in 13 quarters.
  • NFP Retirement Inc's Salesforce position peaked at $371K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.