NEWAS
CRM icon

N.E.W. Advisory Services’s Salesforce CRM Stock Holding History

N.E.W. Advisory Services’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$90.4K Buy
331
+149
+82% +$40.7K 0.01% 248
2025
Q1 		$48.7K Buy
+182
New +$48.7K ﹤0.01% 366