NF
CRM icon

Nvest Financial’s Salesforce CRM Stock Holding History

Nvest Financial’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
Q1 		$825K Buy
4,419
+340
+8% +$70.4K 0.31% 69
2025
Q4 		$1.08M Buy
4,079
+972
+31% +$242K 0.45% 51
2025
Q3 		$736K Sell
3,107
-224
-7% -$56.5K 0.42% 56
2025
Q2 		$908K Buy
3,331
+618
+23% +$165K 0.47% 52
2025
Q1 		$728K Sell
2,713
-93
-3% -$28.9K 0.39% 56
2024
Q4 		$938K Buy
2,806
+31
+1% +$9.89K 0.48% 56
2024
Q3 		$759K Buy
2,775
+870
+46% +$223K 0.43% 58
2024
Q2 		$490K Buy
+1,905
New +$510K 0.3% 60

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nvest Financial's CRM Position: Q1 2026 in Review

Nvest Financial increased its Salesforce (CRM) stake by 8.3% in Q1 2026, buying an estimated $70.4K and bringing the position to 4,419 shares worth $825K. The position accounts for 0.31% of the portfolio, ranked #69.

Nvest Financial first reported a position in CRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Nvest Financial held 4,419 shares of Salesforce worth $825K as of Q1 2026.
  • Nvest Financial bought 340 Salesforce shares in Q1 2026, an estimated $70.4K.
  • Salesforce made up 0.31% of Nvest Financial's portfolio in Q1 2026, its #69 holding.
  • Nvest Financial first reported a position in Salesforce in Q2 2024 and has held it in 8 quarters since.
  • Nvest Financial's Salesforce position peaked at $1.08M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.