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NorthStar Asset Management (Massachusetts)’s Salesforce CRM Stock Holding History

NorthStar Asset Management (Massachusetts)’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 		$1.56M Sell
9,955
-9,986
-50% -$1.76M 0.46% 40
2026
Q1 		$3.72M Sell
19,941
-11,143
-36% -$2.31M 1.14% 26
2025
Q4 		$8.23M Sell
31,084
-1,887
-6% -$469K 2.13% 21
2025
Q3 		$7.81M Buy
32,971
+230
+0.7% +$58K 2.03% 21
2025
Q2 		$8.93M Sell
32,741
-2,068
-6% -$553K 2.47% 19
2025
Q1 		$9.34M Sell
34,809
-1,136
-3% -$353K 2.76% 17
2024
Q4 		$12M Sell
35,945
-1,540
-4% -$491K 3.16% 13
2024
Q3 		$10.3M Buy
37,485
+873
+2% +$224K 2.52% 17
2024
Q2 		$9.41M Sell
36,612
-388
-1% -$104K 2.4% 18
2024
Q1 		$11.1M Sell
37,000
-12,208
-25% -$3.52M 1.96% 16
2023
Q4 		$12.9M Sell
49,208
-302
-0.6% -$68.3K 3.74% 10
2023
Q3 		$10M Sell
49,510
-80
-0.2% -$17.3K 3.21% 13
2023
Q2 		$10.5M Sell
49,590
-7,780
-14% -$1.59M 3.09% 14
2023
Q1 		$11.5M Buy
57,370
+4,415
+8% +$746K 3.53% 11
2022
Q4 		$7.02M Buy
52,955
+1,081
+2% +$158K 2.34% 19
2022
Q3 		$7.46M Sell
51,874
-1,264
-2% -$214K 2.58% 17
2022
Q2 		$8.77M Sell
53,138
-349
-0.7% -$61.7K 2.89% 14
2022
Q1 		$11.4M Buy
53,487
+4,381
+9% +$943K 3.11% 14
2021
Q4 		$12.5M Buy
49,106
+537
+1% +$151K 3.14% 13
2021
Q3 		$13.2M Buy
48,569
+2,227
+5% +$566K 3.48% 10
2021
Q2 		$11.3M Buy
46,342
+3,601
+8% +$830K 3.03% 12
2021
Q1 		$9.06M Buy
+42,741
New +$9.52M 2.85% 15

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

NorthStar Asset Management (Massachusetts)'s CRM Position: Q2 2026 in Review

NorthStar Asset Management (Massachusetts) reduced its Salesforce (CRM) stake by 50% in Q2 2026, selling an estimated $1.76M and leaving 9,955 shares worth $1.56M. The position accounts for 0.46% of the portfolio, ranked #40.

NorthStar Asset Management (Massachusetts) first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $13.2M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NorthStar Asset Management (Massachusetts) held 9,955 shares of Salesforce worth $1.56M as of Q2 2026.
  • NorthStar Asset Management (Massachusetts) sold 9,986 Salesforce shares in Q2 2026, an estimated $1.76M.
  • Salesforce made up 0.46% of NorthStar Asset Management (Massachusetts)'s portfolio in Q2 2026, its #40 holding.
  • NorthStar Asset Management (Massachusetts) first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • NorthStar Asset Management (Massachusetts)'s Salesforce position peaked at $13.2M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NorthStar Asset Management (Massachusetts)'s 13F filing for Q2 2026, filed 28 Jul 2026.