NorthAvenue LLC’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
$636 Sell
4
-2
-33% -$352 ﹤0.01% 256
2026
Q1
$1.12K Sell
6
-5
-45% -$1.04K ﹤0.01% 194
2025
Q4
$2.92K Buy
+11
New +$2.73K ﹤0.01% 184

Other funds holding CRM

NorthAvenue LLC's CRM Position: Q2 2026 in Review

NorthAvenue LLC reduced its Salesforce (CRM) stake by 33% in Q2 2026, selling an estimated $352 and leaving 4 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #256.

NorthAvenue LLC first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.92K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NorthAvenue LLC held 4 shares of Salesforce worth $636 as of Q2 2026.
  • NorthAvenue LLC sold 2 Salesforce shares in Q2 2026, an estimated $352.
  • Salesforce made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #256 holding.
  • NorthAvenue LLC first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's Salesforce position peaked at $2.92K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.