Northern Lights Advisors’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$334K Buy
2,133
+29
+1% +$5.1K 0.18% 54
2026
Q1
$393K Buy
2,104
+129
+7% +$26.7K 0.27% 41
2025
Q4
$523K Buy
+1,975
New +$491K 0.36% 40

Other funds holding CRM

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

Northern Lights Advisors increased its Salesforce (CRM) stake by 1.4% in Q2 2026, buying an estimated $5.1K and bringing the position to 2,133 shares worth $334K. The position accounts for 0.18% of the portfolio, ranked #54.

Northern Lights Advisors first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $523K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Northern Lights Advisors held 2,133 shares of Salesforce worth $334K as of Q2 2026.
  • Northern Lights Advisors bought 29 Salesforce shares in Q2 2026, an estimated $5.1K.
  • Salesforce made up 0.18% of Northern Lights Advisors's portfolio in Q2 2026, its #54 holding.
  • Northern Lights Advisors first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Northern Lights Advisors's Salesforce position peaked at $523K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.