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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s CRM Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Salesforce (CRM) stake by 49% in Q1 2026, selling an estimated $598K and leaving 3,027 shares worth $565K. The position accounts for 0.27% of the portfolio, ranked #51.

NorthStar Asset Management (New Jersey) first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

NorthStar Asset Management (New Jersey) held 3,027 shares of Salesforce worth $565K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 2,888 Salesforce shares in Q1 2026, an estimated $598K.
Salesforce made up 0.27% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #51 holding.
NorthStar Asset Management (New Jersey) first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
NorthStar Asset Management (New Jersey)'s Salesforce position peaked at $1.73M in Q4 2024.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.