NorthStar Asset Management (New Jersey)’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
6,207
+549
| +10% | +$150K | 0.89% | 28 |
|
|
2025
Q1 | $1.52M | Buy |
5,658
+482
| +9% | +$129K | 0.95% | 27 |
|
|
2024
Q4 | $1.73M | Buy |
5,176
+411
| +9% | +$137K | 1.1% | 24 |
|
|
2024
Q3 | $1.3M | Buy |
4,765
+426
| +10% | +$117K | 0.87% | 26 |
|
|
2024
Q2 | $1.12M | Buy |
4,339
+66
| +2% | +$17K | 0.77% | 28 |
|
|
2024
Q1 | $1.29M | Buy |
4,273
+246
| +6% | +$74.1K | 0.98% | 25 |
|
|
2023
Q4 | $1.06M | Buy |
+4,027
| New | +$1.06M | 0.97% | 25 |
|