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

NorthStar Asset Management (New Jersey)’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	$363K	Sell	2,319 -708	-23%	-$124K	0.15%	72
2026 Q1	$565K	Sell	3,027 -2,888	-49%	-$598K	0.27%	51
2025 Q4	$1.57M	Sell	5,915 -374	-6%	-$92.9K	0.7%	30
2025 Q3	$1.49M	Buy	6,289 +82	+1%	+$20.7K	0.71%	28
2025 Q2	$1.69M	Buy	6,207 +549	+10%	+$147K	0.89%	28
2025 Q1	$1.52M	Buy	5,658 +482	+9%	+$150K	0.95%	27
2024 Q4	$1.73M	Buy	5,176 +411	+9%	+$131K	1.1%	24
2024 Q3	$1.3M	Buy	4,765 +426	+10%	+$109K	0.87%	26
2024 Q2	$1.12M	Buy	4,339 +66	+2%	+$17.7K	0.77%	28
2024 Q1	$1.29M	Buy	4,273 +246	+6%	+$71K	0.98%	25
2023 Q4	$1.06M	Buy	+4,027	New	+$911K	0.97%	25

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

NorthStar Asset Management (New Jersey) reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $124K and leaving 2,319 shares worth $363K. The position accounts for 0.15% of the portfolio, ranked #72.

NorthStar Asset Management (New Jersey) first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.73M in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

NorthStar Asset Management (New Jersey) held 2,319 shares of Salesforce worth $363K as of Q2 2026.
NorthStar Asset Management (New Jersey) sold 708 Salesforce shares in Q2 2026, an estimated $124K.
Salesforce made up 0.15% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #72 holding.
NorthStar Asset Management (New Jersey) first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
NorthStar Asset Management (New Jersey)'s Salesforce position peaked at $1.73M in Q4 2024.
2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.