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NWF Advisory Services’s Salesforce CRM Stock Holding History

NWF Advisory Services’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 		$230K Sell
1,466
-168
-10% -$29.5K 0.02% 369
2026
Q1 		$305K Buy
1,634
+213
+15% +$44.1K 0.03% 291
2025
Q4 		$376K Buy
1,421
+84
+6% +$20.9K 0.04% 246
2025
Q3 		$317K Sell
1,337
-1,203
-47% -$303K 0.03% 284
2025
Q2 		$693K Buy
2,540
+480
+23% +$128K 0.08% 166
2025
Q1 		$553K Sell
2,060
-624
-23% -$194K 0.08% 165
2024
Q4 		$899K Buy
+2,684
New +$857K 0.13% 93

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

NWF Advisory Services's CRM Position: Q2 2026 in Review

NWF Advisory Services reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $29.5K and leaving 1,466 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #369.

NWF Advisory Services first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $899K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NWF Advisory Services held 1,466 shares of Salesforce worth $230K as of Q2 2026.
  • NWF Advisory Services sold 168 Salesforce shares in Q2 2026, an estimated $29.5K.
  • Salesforce made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #369 holding.
  • NWF Advisory Services first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • NWF Advisory Services's Salesforce position peaked at $899K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.