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NEOS Investment Management’s Salesforce CRM Stock Holding History

NEOS Investment Management’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 		$24.1M Buy
153,886
+16,660
+12% +$2.93M 0.09% 165
2026
Q1 		$25.6M Buy
137,226
+4,861
+4% +$1.01M 0.13% 128
2025
Q4 		$35.1M Buy
132,365
+15,491
+13% +$3.85M 0.2% 90
2025
Q3 		$27.7M Buy
116,874
+38,963
+50% +$9.83M 0.21% 89
2025
Q2 		$21.2M Buy
77,911
+16,051
+26% +$4.29M 0.26% 73
2025
Q1 		$16.6M Buy
61,860
+11,275
+22% +$3.51M 0.31% 62
2024
Q4 		$16.9M Buy
50,585
+6,795
+16% +$2.17M 0.4% 47
2024
Q3 		$12M Buy
43,790
+8,932
+26% +$2.29M 0.36% 54
2024
Q2 		$8.96M Buy
34,858
+10,956
+46% +$2.93M 0.37% 48
2024
Q1 		$7.2M Buy
23,902
+5,875
+33% +$1.7M 0.45% 42
2023
Q4 		$4.74M Buy
18,027
+2,996
+20% +$678K 0.45% 44
2023
Q3 		$3.05M Buy
+15,031
New +$3.25M 0.39% 52

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

NEOS Investment Management's CRM Position: Q2 2026 in Review

NEOS Investment Management increased its Salesforce (CRM) stake by 12% in Q2 2026, buying an estimated $2.93M and bringing the position to 153,886 shares worth $24.1M. The position accounts for 0.09% of the portfolio, ranked #165.

NEOS Investment Management first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $35.1M in Q4 2025. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NEOS Investment Management held 153,886 shares of Salesforce worth $24.1M as of Q2 2026.
  • NEOS Investment Management bought 16,660 Salesforce shares in Q2 2026, an estimated $2.93M.
  • Salesforce made up 0.09% of NEOS Investment Management's portfolio in Q2 2026, its #165 holding.
  • NEOS Investment Management first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Salesforce position peaked at $35.1M in Q4 2025.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.