NAM
CRM icon

NorthCrest Asset Manangement’s Salesforce CRM Stock Holding History

NorthCrest Asset Manangement’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 		$11.8M Buy
72,717
+2,298
+3% +$404K 0.3% 86
2026
Q1 		$13.2M Sell
70,419
-24,001
-25% -$4.97M 0.41% 67
2025
Q4 		$24.2M Buy
94,420
+1,132
+1% +$281K 0.54% 45
2025
Q3 		$22.4M Sell
93,288
-9,037
-9% -$2.28M 0.53% 45
2025
Q2 		$27.8M Buy
102,325
+64
+0.1% +$17.1K 0.75% 31
2025
Q1 		$27.4M Buy
102,261
+2,491
+2% +$775K 0.83% 30
2024
Q4 		$33.4M Buy
99,770
+604
+0.6% +$193K 1% 21
2024
Q3 		$27.1M Buy
99,166
+1,748
+2% +$448K 0.82% 27
2024
Q2 		$25M Buy
97,418
+11,568
+13% +$3.1M 0.83% 26
2024
Q1 		$25.9M Buy
85,850
+798
+0.9% +$230K 0.88% 25
2023
Q4 		$22.4M Sell
85,052
-18
-0% -$4.07K 0.85% 28
2023
Q3 		$17.3M Sell
85,070
-486
-0.6% -$105K 0.7% 40
2023
Q2 		$18.1M Sell
85,556
-1,045
-1% -$213K 0.72% 39
2023
Q1 		$17.3M Buy
86,601
+1,094
+1% +$185K 0.72% 41
2022
Q4 		$11.3M Sell
85,507
-2,131
-2% -$311K 0.64% 54
2022
Q3 		$12.6M Buy
87,638
+2,462
+3% +$417K 0.68% 52
2022
Q2 		$14.1M Buy
85,176
+3,457
+4% +$611K 0.72% 50
2022
Q1 		$17.4M Buy
81,719
+3,763
+5% +$810K 0.82% 38
2021
Q4 		$19.8M Buy
+77,956
New +$21.9M 1.09% 17

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

NorthCrest Asset Manangement's CRM Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Salesforce (CRM) stake by 3.3% in Q2 2026, buying an estimated $404K and bringing the position to 72,717 shares worth $11.8M. The position accounts for 0.3% of the portfolio, ranked #86.

NorthCrest Asset Manangement first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $33.4M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NorthCrest Asset Manangement held 72,717 shares of Salesforce worth $11.8M as of Q2 2026.
  • NorthCrest Asset Manangement bought 2,298 Salesforce shares in Q2 2026, an estimated $404K.
  • Salesforce made up 0.3% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #86 holding.
  • NorthCrest Asset Manangement first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Salesforce position peaked at $33.4M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.