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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
Q2 		– Sell
-4,419
Closed -$825K – 151
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 $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

Nvest Financial's CRM Position: Q2 2026 in Review

Nvest Financial sold out of Salesforce (CRM) in Q2 2026, closing a stake of 4,419 shares — an estimated $825K sold.

Nvest Financial first reported a position in CRM in Q2 2024 and held it in 8 quarters. The position peaked at $1.08M in Q4 2025. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Nvest Financial reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Nvest Financial sold 4,419 Salesforce shares in Q2 2026, an estimated $825K.
  • Nvest Financial first reported a position in Salesforce in Q2 2024 and held it in 8 quarters.
  • Nvest Financial's Salesforce position peaked at $1.08M in Q4 2025.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.