NCM
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Northwest Capital Management’s Salesforce CRM Stock Holding History

Northwest Capital Management’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
2025
Q4 		– Sell
-283
Closed -$67.1K – 122
2025
Q3 		$67.1K Hold
283
– – 0.07% 109
2025
Q2 		$77.2K Hold
283
– – 0.04% 153
2025
Q1 		$75.9K Hold
283
– – 0.03% 173
2024
Q4 		$94.6K Hold
283
– – 0.04% 157
2024
Q3 		$77.5K Hold
283
– – 0.03% 171
2024
Q2 		$72.8K Hold
283
– – 0.03% 170
2024
Q1 		$85.2K Hold
283
– – 0.03% 185
2023
Q4 		$74.5K Sell
283
-17
-6% -$3.85K 0.03% 191
2023
Q3 		$60.8K Hold
300
– – 0.02% 193
2023
Q2 		$63.4K Buy
+300
New +$61.2K 0.03% 192

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Capital Management's CRM Position: Q4 2025 in Review

Northwest Capital Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 283 shares — an estimated $67.1K sold.

Northwest Capital Management first reported a position in CRM in Q2 2023 and held it in 10 quarters. The position peaked at $94.6K in Q4 2024. 2,943 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Northwest Capital Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 283 Salesforce shares in Q4 2025, an estimated $67.1K.
  • Northwest Capital Management first reported a position in Salesforce in Q2 2023 and held it in 10 quarters.
  • Northwest Capital Management's Salesforce position peaked at $94.6K in Q4 2024.
  • 2,943 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.