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Northstar Group’s Salesforce CRM Stock Holding History

Northstar Group’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 		$860K Sell
5,492
-922
-14% -$162K 0.11% 85
2026
Q1 		$1.2M Sell
6,414
-510
-7% -$106K 0.17% 66
2025
Q4 		$1.83M Buy
6,924
+142
+2% +$35.3K 0.25% 56
2025
Q3 		$1.61M Sell
6,782
-20
-0.3% -$5.04K 0.23% 58
2025
Q2 		$1.85M Sell
6,802
-50
-0.7% -$13.4K 0.29% 52
2025
Q1 		$1.84M Buy
6,852
+78
+1% +$24.3K 0.3% 50
2024
Q4 		$2.26M Sell
6,774
-2
-0% -$638 0.38% 45
2024
Q3 		$1.85M Sell
6,776
-75
-1% -$19.2K 0.32% 49
2024
Q2 		$1.76M Hold
6,851
– – 0.33% 48
2024
Q1 		$2.06M Hold
6,851
– – 0.41% 48
2023
Q4 		$1.8M Sell
6,851
-115
-2% -$26K 0.39% 49
2023
Q3 		$1.41M Sell
6,966
-56
-0.8% -$12.1K 0.33% 55
2023
Q2 		$1.48M Sell
7,022
-75
-1% -$15.3K 0.35% 56
2023
Q1 		$1.42M Sell
7,097
-75
-1% -$12.7K 0.36% 56
2022
Q4 		$951K Sell
7,172
-1,651
-19% -$241K 0.27% 67
2022
Q3 		$1.27M Sell
8,823
-1,295
-13% -$220K 0.38% 55
2022
Q2 		$1.67M Sell
10,118
-702
-6% -$124K 0.48% 47
2022
Q1 		$2.3M Buy
10,820
+545
+5% +$117K 0.55% 40
2021
Q4 		$2.61M Buy
10,275
+115
+1% +$32.3K 0.62% 39
2021
Q3 		$2.76M Buy
10,160
+2,423
+31% +$615K 0.72% 35
2021
Q2 		$1.89M Buy
7,737
+1,866
+32% +$430K 0.49% 49
2021
Q1 		$1.25M Buy
5,871
+395
+7% +$87.9K 0.35% 63
2020
Q4 		$1.22M Buy
5,476
+1,931
+54% +$470K 0.37% 62
2020
Q3 		$891K Buy
3,545
+1,455
+70% +$319K 0.31% 65
2020
Q2 		$391K Buy
+2,090
New +$352K 0.16% 93

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Northstar Group's CRM Position: Q2 2026 in Review

Northstar Group reduced its Salesforce (CRM) stake by 14% in Q2 2026, selling an estimated $162K and leaving 5,492 shares worth $860K. The position accounts for 0.11% of the portfolio, ranked #85.

Northstar Group first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.76M in Q3 2021. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Northstar Group held 5,492 shares of Salesforce worth $860K as of Q2 2026.
  • Northstar Group sold 922 Salesforce shares in Q2 2026, an estimated $162K.
  • Salesforce made up 0.11% of Northstar Group's portfolio in Q2 2026, its #85 holding.
  • Northstar Group first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Northstar Group's Salesforce position peaked at $2.76M in Q3 2021.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.