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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NFP Retirement Inc's CRM Position: Q1 2026 in Review

NFP Retirement Inc increased its Salesforce (CRM) stake by 3.9% in Q1 2026, buying an estimated $9.32K and bringing the position to 1,203 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #282.

NFP Retirement Inc first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $371K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

NFP Retirement Inc held 1,203 shares of Salesforce worth $225K as of Q1 2026.
NFP Retirement Inc bought 45 Salesforce shares in Q1 2026, an estimated $9.32K.
Salesforce made up 0.01% of NFP Retirement Inc's portfolio in Q1 2026, its #282 holding.
NFP Retirement Inc first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
NFP Retirement Inc's Salesforce position peaked at $371K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.