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Northbridge Financial Group’s Salesforce CRM Stock Holding History

Northbridge Financial Group’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
Q2 		$1.14M Buy
7,287
+662
+10% +$116K 0.44% 54
2026
Q1 		$1.14M Buy
6,625
+1,181
+22% +$245K 0.49% 46
2025
Q4 		$1.44M Buy
+5,444
New +$1.35M 0.65% 36

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northbridge Financial Group's CRM Position: Q2 2026 in Review

Northbridge Financial Group increased its Salesforce (CRM) stake by 10% in Q2 2026, buying an estimated $116K and bringing the position to 7,287 shares worth $1.14M. The position accounts for 0.44% of the portfolio, ranked #54.

Northbridge Financial Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.44M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Northbridge Financial Group held 7,287 shares of Salesforce worth $1.14M as of Q2 2026.
  • Northbridge Financial Group bought 662 Salesforce shares in Q2 2026, an estimated $116K.
  • Salesforce made up 0.44% of Northbridge Financial Group's portfolio in Q2 2026, its #54 holding.
  • Northbridge Financial Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Northbridge Financial Group's Salesforce position peaked at $1.44M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.