North Star Asset Management’s Salesforce CRM Stock Holding History

North Star Asset Management’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	$13.4M	Buy	71,554 +7,235	+11%	+$1.5M	0.58%	56
2025 Q4	$17M	Buy	64,319 +10,830	+20%	+$2.69M	0.69%	49
2025 Q3	$12.7M	Buy	53,489 +5,106	+11%	+$1.29M	0.51%	63
2025 Q2	$13.2M	Buy	48,383 +6,348	+15%	+$1.7M	0.56%	62
2025 Q1	$11.3M	Buy	42,035 +3,918	+10%	+$1.22M	0.51%	62
2024 Q4	$12.7M	Buy	38,117 +7,205	+23%	+$2.3M	0.56%	61
2024 Q3	$8.46M	Buy	30,912 +7,400	+31%	+$1.9M	0.38%	79
2024 Q2	$6.04M	Buy	23,512 +22,553	+2,352%	+$6.03M	0.29%	86
2024 Q1	$289K	Buy	+959	New	+$277K	0.01%	262

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

North Star Asset Management's CRM Position: Q1 2026 in Review

North Star Asset Management increased its Salesforce (CRM) stake by 11% in Q1 2026, buying an estimated $1.5M and bringing the position to 71,554 shares worth $13.4M. The position accounts for 0.58% of the portfolio, ranked #56.

North Star Asset Management first reported a position in CRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $17M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

North Star Asset Management held 71,554 shares of Salesforce worth $13.4M as of Q1 2026.
North Star Asset Management bought 7,235 Salesforce shares in Q1 2026, an estimated $1.5M.
Salesforce made up 0.58% of North Star Asset Management's portfolio in Q1 2026, its #56 holding.
North Star Asset Management first reported a position in Salesforce in Q1 2024 and has held it in 9 quarters since.
North Star Asset Management's Salesforce position peaked at $17M in Q4 2025.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.