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North Star Investment Management’s Salesforce CRM Stock Holding History

North Star Investment 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 		$961K Buy
5,149
+1,119
+28% +$232K 0.06% 265
2025
Q4 		$1.07M Sell
4,030
-29
-0.7% -$7.21K 0.07% 227
2025
Q3 		$962K Buy
4,059
+30
+0.7% +$7.57K 0.06% 239
2025
Q2 		$1.1M Buy
4,029
+4
+0.1% +$1.07K 0.08% 212
2025
Q1 		$1.08M Sell
4,025
-541
-12% -$168K 0.08% 213
2024
Q4 		$1.53M Sell
4,566
-907
-17% -$289K 0.11% 173
2024
Q3 		$1.5M Buy
5,473
+4,044
+283% +$1.04M 0.1% 187
2024
Q2 		$367K Sell
1,429
-26
-2% -$6.96K 0.03% 356
2024
Q1 		$438K Buy
1,455
+136
+10% +$39.2K 0.03% 341
2023
Q4 		$347K Buy
1,319
+130
+11% +$29.4K 0.03% 367
2023
Q3 		$241K Buy
1,189
+120
+11% +$25.9K 0.02% 395
2023
Q2 		$226K Hold
1,069
– – 0.02% 412
2023
Q1 		$214K Hold
1,069
– – 0.02% 423
2022
Q4 		$142K Buy
1,069
+30
+3% +$4.38K 0.01% 453
2022
Q3 		$149K Buy
1,039
+200
+24% +$33.9K 0.01% 394
2022
Q2 		$138K Hold
839
– – 0.01% 406
2022
Q1 		$178K Hold
839
– – 0.01% 392
2021
Q4 		$213K Sell
839
-680
-45% -$191K 0.01% 387
2021
Q3 		$412K Buy
1,519
+5
+0.3% +$1.27K 0.03% 319
2021
Q2 		$370K Buy
1,514
+680
+82% +$157K 0.03% 325
2021
Q1 		$177K Hold
834
– – 0.02% 375
2020
Q4 		$186K Sell
834
-5,996
-88% -$1.46M 0.02% 359
2020
Q3 		$1.72M Sell
6,830
-1,000
-13% -$219K 0.2% 116
2020
Q2 		$1.47M Sell
7,830
-20
-0.3% -$3.37K 0.19% 127
2020
Q1 		$1.13M Buy
7,850
+150
+2% +$25.7K 0.17% 148
2019
Q4 		$1.25M Sell
7,700
-100
-1% -$15.7K 0.13% 182
2019
Q3 		$1.16M Buy
7,800
+169
+2% +$25.7K 0.13% 188
2019
Q2 		$1.16M Buy
7,631
+2,893
+61% +$453K 0.13% 195
2019
Q1 		$750K Buy
4,738
+4,582
+2,937% +$710K 0.09% 236
2018
Q4 		$21K Sell
156
-420
-73% -$57.8K ﹤0.01% 681
2018
Q3 		$92K Buy
+576
New +$85.5K 0.01% 460

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

North Star Investment Management increased its Salesforce (CRM) stake by 28% in Q1 2026, buying an estimated $232K and bringing the position to 5,149 shares worth $961K. The position accounts for 0.06% of the portfolio, ranked #265.

North Star Investment Management first reported a position in CRM in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.72M in Q3 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • North Star Investment Management held 5,149 shares of Salesforce worth $961K as of Q1 2026.
  • North Star Investment Management bought 1,119 Salesforce shares in Q1 2026, an estimated $232K.
  • Salesforce made up 0.06% of North Star Investment Management's portfolio in Q1 2026, its #265 holding.
  • North Star Investment Management first reported a position in Salesforce in Q3 2018 and has held it in 31 quarters since.
  • North Star Investment Management's Salesforce position peaked at $1.72M in Q3 2020.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.