North Point Portfolio Managers’s Salesforce CRM Stock Holding History

North Point Portfolio Managers’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	$11.5K	Buy	+50	New	+$10.3K	﹤0.01%	201

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

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

North Point Portfolio Managers's CRM Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in Salesforce (CRM) in Q3 2026: 50 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings.

335 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

North Point Portfolio Managers held 50 shares of Salesforce worth $11.5K as of Q3 2026.
Salesforce was a new North Point Portfolio Managers position in Q3 2026.
Salesforce made up ﹤0.01% of North Point Portfolio Managers's portfolio in Q3 2026, its #201 holding.
335 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.