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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 		– Sell
-200
Closed -$53K – 692
2025
Q4 		$53K Hold
200
– – ﹤0.01% 608
2025
Q3 		$47.4K Buy
+200
New +$50.4K ﹤0.01% 855

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

NorthRock Partners's CRM Position: Q2 2026 in Review

NorthRock Partners increased its Salesforce (CRM) stake by 27% in Q2 2026, buying an estimated $659K and bringing the position to 17,677 shares worth $2.77M. The position accounts for 0.04% of the portfolio, ranked #178.

NorthRock Partners first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.91M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NorthRock Partners held 17,677 shares of Salesforce worth $2.77M as of Q2 2026.
  • NorthRock Partners bought 3,748 Salesforce shares in Q2 2026, an estimated $659K.
  • Salesforce made up 0.04% of NorthRock Partners's portfolio in Q2 2026, its #178 holding.
  • NorthRock Partners first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • NorthRock Partners's Salesforce position peaked at $6.91M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.