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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$66.2K	Buy	423 +82	+24%	+$14.4K	﹤0.01%	340
2026 Q1	$63.7K	Hold	341	–	–	﹤0.01%	333
2025 Q4	$90.4K	Sell	341 -28	-8%	-$6.96K	0.01%	291
2025 Q3	$87.4K	Buy	369 +38	+11%	+$9.58K	0.01%	262
2025 Q2	$90.4K	Buy	331 +149	+82%	+$39.8K	0.01%	248
2025 Q1	$48.7K	Buy	+182	New	+$56.6K	﹤0.01%	366

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

N.E.W. Advisory Services's CRM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Salesforce (CRM) stake by 24% in Q2 2026, buying an estimated $14.4K and bringing the position to 423 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

N.E.W. Advisory Services first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $90.4K in Q4 2025. 1,759 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

N.E.W. Advisory Services held 423 shares of Salesforce worth $66.2K as of Q2 2026.
N.E.W. Advisory Services bought 82 Salesforce shares in Q2 2026, an estimated $14.4K.
Salesforce made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #340 holding.
N.E.W. Advisory Services first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Salesforce position peaked at $90.4K in Q4 2025.
1,759 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.