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

NorthStar Asset Management (Pennsylvania)’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	$188K	Buy	+1,150	New	+$202K	0.04%	142
2023 Q3	–	Sell	-4,027	Closed	-$851K	–	145
2023 Q2	$851K	Sell	4,027 -442	-10%	-$90.2K	0.23%	73
2023 Q1	$893K	Sell	4,469 -1,248	-22%	-$211K	0.26%	69
2022 Q4	$758K	Sell	5,717 -2,135	-27%	-$312K	0.24%	70
2022 Q3	$1.13M	Sell	7,852 -530	-6%	-$89.9K	0.38%	55
2022 Q2	$1.38M	Sell	8,382 -862	-9%	-$152K	0.43%	54
2022 Q1	$1.96M	Sell	9,244 -555	-6%	-$119K	0.5%	49
2021 Q4	$2.49M	Buy	9,799 +139	+1%	+$39.1K	0.58%	38
2021 Q3	$2.62M	Sell	9,660 -170	-2%	-$43.2K	0.69%	34
2021 Q2	$2.4M	Sell	9,830 -15	-0.2%	-$3.46K	0.63%	40
2021 Q1	$2.09M	Buy	9,845 +2,035	+26%	+$453K	0.59%	43
2020 Q4	$1.74M	Buy	+7,810	New	+$1.9M	0.49%	50

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

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

NorthStar Asset Management (Pennsylvania) opened a new position in Salesforce (CRM) in Q2 2026: 1,150 shares worth $188K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings. This is a return to the name: NorthStar Asset Management (Pennsylvania) previously reported a position in CRM as recently as Q2 2023.

NorthStar Asset Management (Pennsylvania) first reported a position in CRM in Q4 2020 and has held it in 12 quarters since. The position peaked at $2.62M in Q3 2021. 929 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

NorthStar Asset Management (Pennsylvania) held 1,150 shares of Salesforce worth $188K as of Q2 2026.
Salesforce was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
Salesforce made up 0.04% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #142 holding.
NorthStar Asset Management (Pennsylvania) first reported a position in Salesforce in Q4 2020 and has held it in 12 quarters since.
NorthStar Asset Management (Pennsylvania)'s Salesforce position peaked at $2.62M in Q3 2021.
929 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.