NIM
CRM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

NEOS Investment Management's CRM Position: Q1 2026 in Review

NEOS Investment Management increased its Salesforce (CRM) stake by 3.7% in Q1 2026, buying an estimated $1.01M and bringing the position to 137,226 shares worth $25.6M. The position accounts for 0.13% of the portfolio, ranked #128.

NEOS Investment Management first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $35.1M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • NEOS Investment Management held 137,226 shares of Salesforce worth $25.6M as of Q1 2026.
  • NEOS Investment Management bought 4,861 Salesforce shares in Q1 2026, an estimated $1.01M.
  • Salesforce made up 0.13% of NEOS Investment Management's portfolio in Q1 2026, its #128 holding.
  • NEOS Investment Management first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Salesforce position peaked at $35.1M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.