NEI
CRM icon

Northwest & Ethical Investments’s Salesforce CRM Stock Holding History

Northwest & Ethical Investments’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 		$1.06M Sell
6,752
-640
-9% -$113K 0.02% 278
2026
Q1 		$1.38M Buy
7,392
+5,692
+335% +$1.18M 0.03% 279
2025
Q4 		$452K Sell
1,700
-64,985
-97% -$16.1M 0.01% 403
2025
Q3 		$15.8M Sell
66,685
-8,462
-11% -$2.13M 0.37% 84
2025
Q2 		$20.5M Buy
75,147
+17,930
+31% +$4.79M 0.51% 63
2025
Q1 		$15.4M Buy
57,217
+17,653
+45% +$5.49M 0.42% 79
2024
Q4 		$13.2M Buy
39,564
+37,854
+2,214% +$12.1M 0.36% 93
2024
Q3 		$468K Buy
1,710
+807
+89% +$207K 0.01% 360
2024
Q2 		$232K Buy
+903
New +$242K 0.01% 388
2023
Q1 		– Sell
-5,903
Closed -$783K – 404
2022
Q4 		$783K Hold
5,903
– – 0.03% 317
2022
Q3 		$849K Sell
5,903
-3,536
-37% -$600K 0.03% 306
2022
Q2 		$1.56M Sell
9,439
-2,486
-21% -$439K 0.06% 263
2022
Q1 		$2.53M Sell
11,925
-15,141
-56% -$3.26M 0.08% 230
2021
Q4 		$6.88M Buy
27,066
+4,485
+20% +$1.26M 0.2% 136
2021
Q3 		$6.12M Buy
22,581
+11,528
+104% +$2.93M 0.2% 139
2021
Q2 		$2.7M Sell
11,053
-7,400
-40% -$1.71M 0.09% 209
2021
Q1 		$3.91M Sell
18,453
-6,924
-27% -$1.54M 0.14% 187
2020
Q4 		$5.65M Hold
25,377
– – 0.22% 136
2020
Q3 		$6.38M Sell
25,377
-12,234
-33% -$2.68M 0.28% 115
2020
Q2 		$7.05M Buy
37,611
+12,915
+52% +$2.18M 0.33% 102
2020
Q1 		$3.56M Sell
24,696
-84
-0.3% -$14.4K 0.21% 139
2019
Q4 		$4.03M Sell
24,780
-10,130
-29% -$1.59M 0.18% 157
2019
Q3 		$5.18M Buy
34,910
+596
+2% +$90.6K 0.25% 122
2019
Q2 		$5.21M Buy
34,314
+1,066
+3% +$167K 0.26% 119
2019
Q1 		$5.27M Buy
33,248
+646
+2% +$100K 0.27% 118
2018
Q4 		$4.47M Buy
32,602
+11,537
+55% +$1.59M 0.26% 122
2018
Q3 		$3.35M Sell
21,065
-4,858
-19% -$721K 0.21% 143
2018
Q2 		$3.54M Buy
+25,923
New +$3.31M 0.23% 133
2016
Q3 		– Sell
-12,696
Closed -$1.01M – 325
2016
Q2 		$1.01M Buy
+12,696
New +$996K 0.08% 174

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northwest & Ethical Investments's CRM Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Salesforce (CRM) stake by 8.7% in Q2 2026, selling an estimated $113K and leaving 6,752 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #278.

Northwest & Ethical Investments first reported a position in CRM in Q2 2016 and has held it in 29 quarters since. The position peaked at $20.5M in Q2 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Northwest & Ethical Investments held 6,752 shares of Salesforce worth $1.06M as of Q2 2026.
  • Northwest & Ethical Investments sold 640 Salesforce shares in Q2 2026, an estimated $113K.
  • Salesforce made up 0.02% of Northwest & Ethical Investments's portfolio in Q2 2026, its #278 holding.
  • Northwest & Ethical Investments first reported a position in Salesforce in Q2 2016 and has held it in 29 quarters since.
  • Northwest & Ethical Investments's Salesforce position peaked at $20.5M in Q2 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.