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Norris Financial Group’s Salesforce CRM Stock Holding History

Norris Financial Group’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
2022
Q4 		– Sell
-1,673
Closed -$241K – 69
2022
Q3 		$241K Sell
1,673
-20
-1% -$3.39K 0.22% 57
2022
Q2 		$279K Sell
1,693
-5,021
-75% -$887K 0.22% 53
2022
Q1 		$1.43M Buy
6,714
+78
+1% +$16.8K 0.86% 29
2021
Q4 		$1.69M Buy
6,636
+3,054
+85% +$858K 1.02% 25
2021
Q3 		$972K Buy
+3,582
New +$910K 0.64% 35
2021
Q1 		– Sell
-5,026
Closed -$1.12M – 84
2020
Q4 		$1.12M Buy
5,026
+2,994
+147% +$728K 0.88% 29
2020
Q3 		$511K Buy
+2,032
New +$445K 0.43% 48

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norris Financial Group's CRM Position: Q4 2022 in Review

Norris Financial Group sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,673 shares — an estimated $241K sold.

Norris Financial Group first reported a position in CRM in Q3 2020 and held it in 7 quarters. The position peaked at $1.69M in Q4 2021. 2,022 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Norris Financial Group reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Norris Financial Group sold 1,673 Salesforce shares in Q4 2022, an estimated $241K.
  • Norris Financial Group first reported a position in Salesforce in Q3 2020 and held it in 7 quarters.
  • Norris Financial Group's Salesforce position peaked at $1.69M in Q4 2021.
  • 2,022 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Norris Financial Group's 13F filing for Q4 2022, filed 20 May 2026.