NWF Advisory Services
CRM icon

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
Q3 		$261K Sell
1,138
-328
-22% -$67.7K 0.02% 333
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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

NWF Advisory Services's CRM Position: Q3 2026 in Review

NWF Advisory Services reduced its Salesforce (CRM) stake by 22% in Q3 2026, selling an estimated $67.7K and leaving 1,138 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #333.

NWF Advisory Services first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $899K in Q4 2024. 773 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • NWF Advisory Services held 1,138 shares of Salesforce worth $261K as of Q3 2026.
  • NWF Advisory Services sold 328 Salesforce shares in Q3 2026, an estimated $67.7K.
  • Salesforce made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #333 holding.
  • NWF Advisory Services first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
  • NWF Advisory Services's Salesforce position peaked at $899K in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.