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Northeast Investment Management’s Salesforce CRM Stock Holding History

Northeast Investment Management’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
Q1 		– Sell
-1,059
Closed -$281K – 190
2025
Q4 		$281K Hold
1,059
– – 0.01% 167
2025
Q3 		$251K Hold
1,059
– – 0.01% 166
2025
Q2 		$289K Hold
1,059
– – 0.01% 160
2025
Q1 		$284K Hold
1,059
– – 0.01% 160
2024
Q4 		$354K Sell
1,059
-35
-3% -$11.2K 0.02% 151
2024
Q3 		$299K Hold
1,094
– – 0.01% 157
2024
Q2 		$281K Buy
1,094
+53
+5% +$14.2K 0.01% 162
2024
Q1 		$314K Sell
1,041
-22
-2% -$6.35K 0.02% 162
2023
Q4 		$280K Hold
1,063
– – 0.02% 161
2023
Q3 		$216K Hold
1,063
– – 0.01% 178
2023
Q2 		$225K Hold
1,063
– – 0.01% 173
2023
Q1 		$212K Buy
+1,063
New +$180K 0.01% 170
2022
Q3 		– Sell
-1,315
Closed -$217K – 175
2022
Q2 		$217K Sell
1,315
-188
-13% -$33.2K 0.01% 172
2022
Q1 		$319K Buy
1,503
+39
+3% +$8.39K 0.02% 169
2021
Q4 		$372K Hold
1,464
– – 0.02% 157
2021
Q3 		$397K Hold
1,464
– – 0.02% 144
2021
Q2 		$358K Buy
1,464
+50
+4% +$11.5K 0.02% 149
2021
Q1 		$300K Buy
1,414
+275
+24% +$61.2K 0.02% 161
2020
Q4 		$253K Sell
1,139
-32
-3% -$7.78K 0.02% 166
2020
Q3 		$294K Hold
1,171
– – 0.02% 147
2020
Q2 		$219K Buy
+1,171
New +$197K 0.02% 157
2018
Q4 		– Sell
-2,865
Closed -$456K – 164
2018
Q3 		$456K Buy
+2,865
New +$425K 0.04% 125

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northeast Investment Management's CRM Position: Q1 2026 in Review

Northeast Investment Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,059 shares — an estimated $281K sold.

Northeast Investment Management first reported a position in CRM in Q3 2018 and held it in 22 quarters. The position peaked at $456K in Q3 2018. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Northeast Investment Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Northeast Investment Management sold 1,059 Salesforce shares in Q1 2026, an estimated $281K.
  • Northeast Investment Management first reported a position in Salesforce in Q3 2018 and held it in 22 quarters.
  • Northeast Investment Management's Salesforce position peaked at $456K in Q3 2018.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Northeast Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.