NAS
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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
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 $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

NWF Advisory Services's CRM Position: Q1 2026 in Review

NWF Advisory Services increased its Salesforce (CRM) stake by 15% in Q1 2026, buying an estimated $44.1K and bringing the position to 1,634 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #291.

NWF Advisory Services first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $899K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • NWF Advisory Services held 1,634 shares of Salesforce worth $305K as of Q1 2026.
  • NWF Advisory Services bought 213 Salesforce shares in Q1 2026, an estimated $44.1K.
  • Salesforce made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #291 holding.
  • NWF Advisory Services first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • NWF Advisory Services's Salesforce position peaked at $899K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.