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Northstar Advisory Group’s Salesforce CRM Stock Holding History

Northstar Advisory Group’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
-1,409
Closed -$263K – 122
2026
Q1 		$263K Buy
+1,409
New +$292K 0.1% 101
2025
Q4 		– Sell
-1,177
Closed -$279K – 115
2025
Q3 		$279K Sell
1,177
-2,401
-67% -$606K 0.11% 95
2025
Q2 		$976K Sell
3,578
-6,428
-64% -$1.72M 0.48% 48
2025
Q1 		$2.69M Buy
10,006
+5
+0% +$1.55K 1.75% 19
2024
Q4 		$3.34M Buy
10,001
+673
+7% +$215K 1.7% 16
2024
Q3 		$2.55M Sell
9,328
-1,169
-11% -$299K 1.33% 25
2024
Q2 		$2.7M Buy
10,497
+53
+0.5% +$14.2K 1.55% 17
2024
Q1 		$2.87M Buy
10,444
+6,168
+144% +$1.78M 1.74% 18
2023
Q4 		$1.13M Sell
4,276
-5,749
-57% -$1.3M 0.67% 36
2023
Q3 		$2.03M Sell
10,025
-1,087
-10% -$235K 1.48% 18
2023
Q2 		$2.35M Buy
11,112
+7,594
+216% +$1.55M 1.54% 22
2023
Q1 		$703K Buy
+3,518
New +$594K 0.53% 42
2022
Q4 		– Sell
-4,734
Closed -$681K – 92
2022
Q3 		$681K Sell
4,734
-2,806
-37% -$476K 0.61% 33
2022
Q2 		$1.24M Buy
+7,540
New +$1.33M 0.92% 16

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Northstar Advisory Group's CRM Position: Q2 2026 in Review

Northstar Advisory Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,409 shares — an estimated $263K sold.

Northstar Advisory Group first reported a position in CRM in Q2 2022 and held it in 14 quarters. The position peaked at $3.34M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Northstar Advisory Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Northstar Advisory Group sold 1,409 Salesforce shares in Q2 2026, an estimated $263K.
  • Northstar Advisory Group first reported a position in Salesforce in Q2 2022 and held it in 14 quarters.
  • Northstar Advisory Group's Salesforce position peaked at $3.34M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.