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True North Advisors’s Salesforce CRM Stock Holding History

True North Advisors’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 		$701K Buy
4,474
+2,200
+97% +$387K 0.07% 151
2026
Q1 		$425K Sell
2,274
-201
-8% -$41.6K 0.05% 181
2025
Q4 		$656K Sell
2,475
-7,977
-76% -$1.98M 0.08% 140
2025
Q3 		$2.48M Sell
10,452
-211
-2% -$53.2K 0.39% 42
2025
Q2 		$2.91M Sell
10,663
-892
-8% -$238K 0.56% 39
2025
Q1 		$3.1M Sell
11,555
-2,394
-17% -$745K 0.55% 37
2024
Q4 		$4.66M Buy
13,949
+12,146
+674% +$3.88M 1.1% 12
2024
Q3 		$493K Sell
1,803
-18
-1% -$4.61K 0.13% 100
2024
Q2 		$468K Sell
1,821
-67
-4% -$17.9K 0.13% 111
2024
Q1 		$569K Sell
1,888
-208
-10% -$60K 0.16% 103
2023
Q4 		$552K Buy
2,096
+413
+25% +$93.5K 0.14% 97
2023
Q3 		$341K Buy
1,683
+9
+0.5% +$1.95K 0.11% 131
2023
Q2 		$354K Buy
1,674
+239
+17% +$48.8K 0.1% 147
2023
Q1 		$287K Buy
+1,435
New +$242K 0.08% 164
2022
Q4 		– Sell
-1,434
Closed -$206K – 175
2022
Q3 		$206K Sell
1,434
-369
-20% -$62.6K 0.07% 168
2022
Q2 		$297K Buy
1,803
+122
+7% +$21.6K 0.09% 146
2022
Q1 		$356K Sell
1,681
-701
-29% -$151K 0.1% 148
2021
Q4 		$605K Buy
2,382
+100
+4% +$28.1K 0.1% 143
2021
Q3 		$618K Buy
2,282
+673
+42% +$171K 0.12% 136
2021
Q2 		$393K Buy
1,609
+100
+7% +$23K 0.08% 165
2021
Q1 		$319K Sell
1,509
-327
-18% -$72.8K 0.08% 161
2020
Q4 		$408K Buy
1,836
+19
+1% +$4.62K 0.1% 136
2020
Q3 		$456K Buy
1,817
+187
+11% +$40.9K 0.13% 120
2020
Q2 		$305K Sell
1,630
-35
-2% -$5.9K 0.07% 150
2020
Q1 		$239K Buy
1,665
+50
+3% +$8.57K 0.08% 106
2019
Q4 		$262K Buy
+1,615
New +$253K 0.07% 89

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

True North Advisors's CRM Position: Q2 2026 in Review

True North Advisors increased its Salesforce (CRM) stake by 97% in Q2 2026, buying an estimated $387K and bringing the position to 4,474 shares worth $701K. The position accounts for 0.07% of the portfolio, ranked #151.

True North Advisors first reported a position in CRM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.66M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • True North Advisors held 4,474 shares of Salesforce worth $701K as of Q2 2026.
  • True North Advisors bought 2,200 Salesforce shares in Q2 2026, an estimated $387K.
  • Salesforce made up 0.07% of True North Advisors's portfolio in Q2 2026, its #151 holding.
  • True North Advisors first reported a position in Salesforce in Q4 2019 and has held it in 26 quarters since.
  • True North Advisors's Salesforce position peaked at $4.66M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.