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NorthRock Partners’s Salesforce CRM Stock Holding History

NorthRock Partners’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 		$2.6M Buy
13,929
+2,059
+17% +$427K 0.04% 175
2025
Q4 		$3.14M Sell
11,870
-9,870
-45% -$2.45M 0.05% 153
2025
Q3 		$5.15M Buy
21,740
+4,159
+24% +$1.05M 0.09% 112
2025
Q2 		$4.8M Sell
17,581
-3,419
-16% -$914K 0.13% 74
2025
Q1 		$5.64M Buy
21,000
+347
+2% +$108K 0.19% 63
2024
Q4 		$6.91M Sell
20,653
-1,940
-9% -$619K 0.23% 53
2024
Q3 		$6.19M Buy
22,593
+3,569
+19% +$914K 0.2% 59
2024
Q2 		$4.89M Sell
19,024
-404
-2% -$108K 0.18% 64
2024
Q1 		$5.86M Buy
19,428
+1,819
+10% +$525K 0.22% 60
2023
Q4 		$4.63M Buy
17,609
+8,024
+84% +$1.82M 0.19% 70
2023
Q3 		$1.94M Buy
9,585
+4,023
+72% +$869K 0.2% 54
2023
Q2 		$1.18M Sell
5,562
-453
-8% -$92.5K 0.13% 74
2023
Q1 		$1.2M Buy
6,015
+988
+20% +$167K 0.13% 76
2022
Q4 		$667K Sell
5,027
-576
-10% -$84K 0.08% 128
2022
Q3 		$806K Sell
5,603
-808
-13% -$137K 0.09% 97
2022
Q2 		$1.06M Buy
6,411
+2,541
+66% +$449K 0.11% 89
2022
Q1 		$822K Sell
3,870
-16
-0.4% -$3.44K 0.07% 122
2021
Q4 		$988K Buy
3,886
+1,043
+37% +$293K 0.07% 102
2021
Q3 		$790K Buy
2,843
+753
+36% +$191K 0.06% 112
2021
Q2 		$510K Buy
2,090
+716
+52% +$165K 0.04% 136
2021
Q1 		$291K Sell
1,374
-205
-13% -$45.6K 0.03% 180
2020
Q4 		$351K Buy
1,579
+81
+5% +$19.7K 0.03% 156
2020
Q3 		$377K Sell
1,498
-450
-23% -$98.5K 0.04% 140
2020
Q2 		$365K Sell
1,948
-117
-6% -$19.7K 0.04% 140
2020
Q1 		$297K Sell
2,065
-1,550
-43% -$266K 0.04% 140
2019
Q4 		$588K Buy
+3,615
New +$567K 0.06% 136

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NorthRock Partners's CRM Position: Q1 2026 in Review

NorthRock Partners increased its Salesforce (CRM) stake by 17% in Q1 2026, buying an estimated $427K and bringing the position to 13,929 shares worth $2.6M. The position accounts for 0.04% of the portfolio, ranked #175.

NorthRock Partners first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.91M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • NorthRock Partners held 13,929 shares of Salesforce worth $2.6M as of Q1 2026.
  • NorthRock Partners bought 2,059 Salesforce shares in Q1 2026, an estimated $427K.
  • Salesforce made up 0.04% of NorthRock Partners's portfolio in Q1 2026, its #175 holding.
  • NorthRock Partners first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • NorthRock Partners's Salesforce position peaked at $6.91M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.