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Northstar Investment Advisors’s Salesforce CRM Stock Holding History

Northstar Investment Advisors’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
2021
Q2 		$8.06M Buy
33,322
+818
+3% +$189K 1.07% 28
2021
Q1 		$6.89M Buy
32,504
+91
+0.3% +$20.3K 1% 32
2020
Q4 		$7.21M Buy
32,413
+182
+0.6% +$44.3K 1.12% 31
2020
Q3 		$8.1M Buy
32,231
+7,416
+30% +$1.62M 1.46% 23
2020
Q2 		$4.65M Sell
24,815
-303
-1% -$51.1K 0.99% 35
2020
Q1 		$3.62M Sell
25,118
-7,966
-24% -$1.37M 0.89% 39
2019
Q4 		$5.38M Sell
33,084
-736
-2% -$115K 0.85% 48
2019
Q3 		$5.28M Buy
+33,820
New +$5.14M 0.88% 45

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northstar Investment Advisors's CRM Position: Q2 2021 in Review

Northstar Investment Advisors increased its Salesforce (CRM) stake by 2.5% in Q2 2021, buying an estimated $189K and bringing the position to 33,322 shares worth $8.06M. The position accounts for 1.07% of the portfolio, ranked #28.

Northstar Investment Advisors first reported a position in CRM in Q3 2019 and has held it in 8 quarters since. The position peaked at $8.1M in Q3 2020. 2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

  • Northstar Investment Advisors held 33,322 shares of Salesforce worth $8.06M as of Q2 2021.
  • Northstar Investment Advisors bought 818 Salesforce shares in Q2 2021, an estimated $189K.
  • Salesforce made up 1.07% of Northstar Investment Advisors's portfolio in Q2 2021, its #28 holding.
  • Northstar Investment Advisors first reported a position in Salesforce in Q3 2019 and has held it in 8 quarters since.
  • Northstar Investment Advisors's Salesforce position peaked at $8.1M in Q3 2020.
  • 2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.