ONSWM
CRM icon

Old North State Wealth Management’s Salesforce CRM Stock Holding History

Old North State Wealth Management’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 		$761K Buy
4,848
+1,687
+53% +$297K 0.33% 62
2026
Q1 		$591K Buy
3,161
+1,522
+93% +$315K 0.27% 71
2025
Q4 		$435K Buy
1,639
+691
+73% +$172K 0.2% 79
2025
Q3 		$225K Buy
948
+84
+10% +$21.2K 0.11% 117
2025
Q2 		$237K Buy
864
+17
+2% +$4.54K 0.12% 109
2025
Q1 		$228K Buy
847
+141
+20% +$43.9K 0.13% 105
2024
Q4 		$237K Sell
706
-356
-34% -$114K 0.13% 105
2024
Q3 		$291K Buy
1,062
+7
+0.7% +$1.79K 0.16% 88
2024
Q2 		$271K Buy
1,055
+276
+35% +$73.9K 0.18% 78
2024
Q1 		$235K Sell
779
-8,859
-92% -$2.56M 0.15% 83
2023
Q4 		$2.54M Buy
9,638
+260
+3% +$58.8K 1.87% 20
2023
Q3 		$1.9M Buy
9,378
+75
+0.8% +$16.2K 1.67% 22
2023
Q2 		$1.97M Buy
9,303
+118
+1% +$24.1K 1.72% 21
2023
Q1 		$1.83M Sell
9,185
-595
-6% -$101K 1.72% 22
2022
Q4 		$1.3M Sell
9,780
-2,080
-18% -$304K 1.3% 26
2022
Q3 		$1.71M Buy
11,860
+1,378
+13% +$234K 1.97% 20
2022
Q2 		$1.73M Buy
+10,482
New +$1.85M 1.97% 19

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Old North State Wealth Management's CRM Position: Q2 2026 in Review

Old North State Wealth Management increased its Salesforce (CRM) stake by 53% in Q2 2026, buying an estimated $297K and bringing the position to 4,848 shares worth $761K. The position accounts for 0.33% of the portfolio, ranked #62.

Old North State Wealth Management first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.54M in Q4 2023. 529 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Old North State Wealth Management held 4,848 shares of Salesforce worth $761K as of Q2 2026.
  • Old North State Wealth Management bought 1,687 Salesforce shares in Q2 2026, an estimated $297K.
  • Salesforce made up 0.33% of Old North State Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Old North State Wealth Management first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
  • Old North State Wealth Management's Salesforce position peaked at $2.54M in Q4 2023.
  • 529 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.