North Star Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.14M | Buy |
13,651
+8,502
| +165% | +$1.5M | 0.12% | 179 |
|
|
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
North Star Investment Management's CRM Position: Q2 2026 in Review
North Star Investment Management increased its Salesforce (CRM) stake by 165% in Q2 2026, buying an estimated $1.5M and bringing the position to 13,651 shares worth $2.14M. The position accounts for 0.12% of the portfolio, ranked #179.
North Star Investment Management first reported a position in CRM in Q3 2018 and has held it in 32 quarters since. 2,497 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- North Star Investment Management held 13,651 shares of Salesforce worth $2.14M as of Q2 2026.
- North Star Investment Management bought 8,502 Salesforce shares in Q2 2026, an estimated $1.5M.
- Salesforce made up 0.12% of North Star Investment Management's portfolio in Q2 2026, its #179 holding.
- North Star Investment Management first reported a position in Salesforce in Q3 2018 and has held it in 32 quarters since.
- 2,497 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.