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Northeast Financial Consultants’s Salesforce CRM Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$3.43M Sell
12,590
-1,390
-10% -$372K 0.14% 81
2025
Q1 		$3.75M Sell
13,980
-2,223
-14% -$691K 0.17% 72
2024
Q4 		$5.42M Buy
16,203
+1
+0% +$319 0.23% 58
2024
Q3 		$4.43M Sell
16,202
-426
-3% -$109K 0.19% 69
2024
Q2 		$4.28M Buy
16,628
+2,055
+14% +$550K 0.2% 68
2024
Q1 		$4.39M Buy
14,573
+152
+1% +$43.9K 0.22% 71
2023
Q4 		$3.79M Buy
14,421
+166
+1% +$37.6K 0.21% 71
2023
Q3 		$2.89M Buy
14,255
+2,959
+26% +$639K 0.18% 78
2023
Q2 		$2.39M Hold
11,296
– – 0.15% 93
2023
Q1 		$2.26M Sell
11,296
-3,397
-23% -$574K 0.14% 96
2022
Q4 		$1.95M Buy
14,693
+4,347
+42% +$634K 0.13% 99
2022
Q3 		$1.49M Buy
10,346
+1,123
+12% +$190K 0.11% 109
2022
Q2 		$1.52M Sell
9,223
-575
-6% -$102K 0.11% 110
2022
Q1 		$2.08M Buy
9,798
+675
+7% +$145K 0.12% 104
2021
Q4 		$2.32M Buy
9,123
+814
+10% +$229K 0.14% 82
2021
Q3 		$2.25M Buy
8,309
+1,845
+29% +$469K 0.15% 85
2021
Q2 		$1.58M Buy
6,464
+31
+0.5% +$7.14K 0.11% 120
2021
Q1 		$1.36M Sell
6,433
-4,091
-39% -$911K 0.1% 115
2020
Q4 		$2.34M Buy
10,524
+380
+4% +$92.4K 0.19% 73
2020
Q3 		$2.55M Sell
10,144
-3,277
-24% -$717K 0.23% 62
2020
Q2 		$2.51M Buy
13,421
+5,700
+74% +$960K 0.24% 61
2020
Q1 		$1.11M Buy
7,721
+1,023
+15% +$175K 0.13% 103
2019
Q4 		$1.09M Buy
6,698
+260
+4% +$40.8K 0.1% 125
2019
Q3 		$954K Buy
6,438
+2,461
+62% +$374K 0.1% 137
2019
Q2 		$603K Buy
3,977
+100
+3% +$15.7K 0.06% 169
2019
Q1 		$614K Buy
+3,877
New +$601K 0.07% 162
2018
Q4 		– Sell
-3,554
Closed -$565K – 167
2018
Q3 		$565K Buy
3,554
+1,848
+108% +$274K 0.16% 79
2018
Q2 		$232K Buy
+1,706
New +$218K 0.07% 125
2018
Q1 		– Sell
-2,009
Closed -$205K – 149
2017
Q4 		$205K Buy
+2,009
New +$205K 0.07% 144

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northeast Financial Consultants's CRM Position: Q2 2025 in Review

Northeast Financial Consultants reduced its Salesforce (CRM) stake by 9.9% in Q2 2025, selling an estimated $372K and leaving 12,590 shares worth $3.43M. The position accounts for 0.14% of the portfolio, ranked #81.

Northeast Financial Consultants first reported a position in CRM in Q4 2017 and has held it in 29 quarters since. The position peaked at $5.42M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Northeast Financial Consultants held 12,590 shares of Salesforce worth $3.43M as of Q2 2025.
  • Northeast Financial Consultants sold 1,390 Salesforce shares in Q2 2025, an estimated $372K.
  • Salesforce made up 0.14% of Northeast Financial Consultants's portfolio in Q2 2025, its #81 holding.
  • Northeast Financial Consultants first reported a position in Salesforce in Q4 2017 and has held it in 29 quarters since.
  • Northeast Financial Consultants's Salesforce position peaked at $5.42M in Q4 2024.
  • 2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.