Northern Financial Advisors’s Salesforce CRM Stock Holding History

Northern Financial Advisors’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	$549K	Buy	2,939 +1,831	+165%	+$379K	0.4%	72
2025 Q4	$294K	Sell	1,108 -922	-45%	-$229K	0.34%	74
2025 Q3	$481K	Buy	2,030 +304	+18%	+$76.7K	0.25%	85
2025 Q2	$471K	Sell	1,726 -106	-6%	-$28.3K	0.35%	76
2025 Q1	$492K	Sell	1,832 -33	-2%	-$10.3K	0.41%	71
2024 Q4	$624K	Sell	1,865 -58	-3%	-$18.5K	0.5%	56
2024 Q3	$526K	Sell	1,923 -101	-5%	-$25.9K	0.4%	75
2024 Q2	$520K	Sell	2,024 -6	-0.3%	-$1.61K	0.42%	74
2024 Q1	$611K	Sell	2,030 -11	-0.5%	-$3.17K	0.48%	69
2023 Q4	$537K	Buy	2,041 +431	+27%	+$97.5K	0.45%	69
2023 Q3	$326K	Sell	1,610 -230	-13%	-$49.7K	0.3%	88
2023 Q2	$300K	Buy	1,840 +115	+7%	+$23.5K	0.26%	91
2023 Q1	$202K	Buy	+1,725	New	+$291K	0.19%	111

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Financial Advisors's CRM Position: Q1 2026 in Review

Northern Financial Advisors increased its Salesforce (CRM) stake by 165% in Q1 2026, buying an estimated $379K and bringing the position to 2,939 shares worth $549K. The position accounts for 0.4% of the portfolio, ranked #72.

Northern Financial Advisors first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $624K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Northern Financial Advisors held 2,939 shares of Salesforce worth $549K as of Q1 2026.
Northern Financial Advisors bought 1,831 Salesforce shares in Q1 2026, an estimated $379K.
Salesforce made up 0.4% of Northern Financial Advisors's portfolio in Q1 2026, its #72 holding.
Northern Financial Advisors first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
Northern Financial Advisors's Salesforce position peaked at $624K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.