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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
Q2 		– Sell
-2,939
Closed -$549K – 103
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
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

Northern Financial Advisors's CRM Position: Q2 2026 in Review

Northern Financial Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 2,939 shares — an estimated $549K sold.

Northern Financial Advisors first reported a position in CRM in Q1 2023 and held it in 13 quarters. The position peaked at $624K in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Northern Financial Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Northern Financial Advisors sold 2,939 Salesforce shares in Q2 2026, an estimated $549K.
  • Northern Financial Advisors first reported a position in Salesforce in Q1 2023 and held it in 13 quarters.
  • Northern Financial Advisors's Salesforce position peaked at $624K in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.