Novem Group’s Salesforce CRM Stock Holding History

Novem 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
2025 Q1	–	Sell	-300	Closed	-$100K	–	378
2024 Q4	$100K	Buy	+300	New	+$95.7K	0.01%	364

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Novem Group's CRM Position: Q1 2026 in Review

Novem Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 932 shares — an estimated $247K sold.

Novem Group first reported a position in CRM in Q4 2024 and held it in 4 quarters. The position peaked at $300K in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Novem Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Novem Group sold 932 Salesforce shares in Q1 2026, an estimated $247K.
Novem Group first reported a position in Salesforce in Q4 2024 and held it in 4 quarters.
Novem Group's Salesforce position peaked at $300K in Q1 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Novem Group's 13F filing for Q1 2026, filed 13 Apr 2026.