NORTH STAR ASSET MANAGEMENT INC CRM — SALESFORCE.COM

Ownership history in NORTH STAR ASSET MANAGEMENT INC  ·  9 quarters on record

AI Ownership Summary

NORTH STAR ASSET MANAGEMENT INC reported SALESFORCE.COM (CRM) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.69% in 2025 Q4. The latest visible filing shows CRM at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTH STAR ASSET MANAGEMENT INC's position in SALESFORCE.COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRM was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRM stock page NORTH STAR ASSET MANAGEMENT INC fund profile NORTH STAR ASSET MANAGEMENT INC full holdings
How NORTH STAR ASSET MANAGEMENT INC held CRM — position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 71,554 +7,235 +11.2% 0.58% $13.4M 2026-05-06 $180.72
2025 Q4 ADDED — — — 64,319 +10,830 +20.2% 0.69% $17.0M 2026-02-09 $193.05
2025 Q3 ADDED — — — 53,489 +5,106 +10.6% 0.51% $12.7M 2025-11-10 $240.10
2025 Q2 ADDED — — — 48,383 +6,348 +15.1% 0.56% $13.2M 2025-08-12 $229.72
2025 Q1 ADDED — — — 42,035 +3,918 +10.3% 0.51% $11.3M 2025-05-08 $276.95
2024 Q4 ADDED — — — 38,117 +7,205 +23.3% 0.56% $12.7M 2025-02-19 $320.79
2024 Q3 ADDED — — — 30,912 +7,400 +31.5% 0.38% $8.5M 2024-11-14 $327.46
2024 Q2 ADDED — — — 23,512 +22,553 +2351.7% 0.29% $6.0M 2024-08-05 $235.62
2024 Q1 INITIATED — — — 959 — — 0.01% $289K 2024-05-08 $274.58

🏢 Other funds also holding CRM

As of 2026 Q2 — sorted by position size

SWP Investment Management LLC 2.6% Deane Retirement Strategies, Inc. 3Y 7Y 2.03% St. Louis Financial Planners Asset Management, LLC 3Y 1.9% PKO BP BANKOWY Universal Pension Society JSC 1.61% THOR INVESTMENT MANAGEMENT INC /OH/ /ADV 1.18% Williams & Novak, LLC 1.17% Williams & Novak, LLC 1.1% COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 1.05% Fluent Financial, LLC 3Y 7Y 0.81% Norway Savings Bank 3Y 7Y 0.74%

FAQ About NORTH STAR ASSET MANAGEMENT INC and CRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has NORTH STAR ASSET MANAGEMENT INC reported owning CRM?

NORTH STAR ASSET MANAGEMENT INC reported CRM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CRM position in NORTH STAR ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for CRM was 0.69% in 2025 Q4.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q1, when NORTH STAR ASSET MANAGEMENT INC reported 71,554 shares, equal to 0.58% of portfolio, with an estimated market value of $13.4M.

What does the chart on this CRM ownership page compare?

The chart compares NORTH STAR ASSET MANAGEMENT INC's quarterly CRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NORTH STAR ASSET MANAGEMENT INC time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, NORTH STAR ASSET MANAGEMENT INC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on CRM relative to SPY over the holding period was +211.3%.

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