SEC 13F Intelligence

Northstar Investment Advisors LLC / CRM

Northstar Investment Advisors LLC’s Salesforce Inc Position

Does Northstar Investment Advisors LLC own Salesforce Inc (CRM)? Yes — 33.3K shares worth $8M (+1.07% of its 13F portfolio) as of Q2 2021, up from 32.5K shares the prior filed quarter.

Position Value
$8M
Q2 2021
Shares
33.3K
% of Portfolio
+1.07%
Quarters Held
8
currently held

Position History CRM

Reported value by quarter
Q3 ’19: $5MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $4MQ1 ’20Q2 ’20: $5MQ2 ’20Q3 ’20: $8MQ3 ’20Q4 ’20: $7MQ4 ’20Q1 ’21: $7MQ1 ’21Q2 ’21: $8MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202133.3K$8M+1.07%
Q1 202132.5K$7M+1.00%
Q4 202032.4K$7M+1.12%
Q3 202032.2K$8M+1.46%
Q2 202024.8K$5M+0.99%
Q1 202025.1K$4M+0.89%
Q4 201933.1K$5M+0.85%
Q3 201933.8K$5M+0.88%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northstar Investment Advisors LLC’s full portfolio or all institutional holders of CRM.