Noble Wealth Management PBC’s Salesforce CRM Stock Holding History

Noble Wealth Management PBC’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 Q3	$48.4K	Hold	211	–	–	0.02%	265
2026 Q2	$33.1K	Hold	211	–	–	0.01%	327
2026 Q1	$39.4K	Sell	211 -7	-3%	-$1.45K	0.02%	285
2025 Q4	$57.8K	Hold	218	–	–	0.03%	254
2025 Q3	$51.7K	Buy	+218	New	+$55K	0.03%	249
2025 Q1	$58.5K	Hold	218	–	–	0.04%	197
2024 Q4	$72.9K	Buy	+218	New	+$69.6K	0.05%	173

Other funds holding CRM

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Noble Wealth Management PBC's CRM Position: Q3 2026 in Review

Noble Wealth Management PBC held its Salesforce (CRM) position steady in Q3 2026 at 211 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #265.

Noble Wealth Management PBC first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.9K in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Noble Wealth Management PBC held 211 shares of Salesforce worth $48.4K as of Q3 2026.
Noble Wealth Management PBC left its Salesforce share count unchanged in Q3 2026.
Salesforce made up 0.02% of Noble Wealth Management PBC's portfolio in Q3 2026, its #265 holding.
Noble Wealth Management PBC first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
Noble Wealth Management PBC's Salesforce position peaked at $72.9K in Q4 2024.
122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.