NAAA
CRM icon

New Age Alpha Advisors’s Salesforce CRM Stock Holding History

New Age Alpha Advisors’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 		$5.49M Sell
29,434
-523
-2% -$108K 0.26% 108
2025
Q4 		$7.94M Sell
29,957
-20,963
-41% -$5.21M 0.34% 61
2025
Q3 		$12.1M Buy
50,920
+8,503
+20% +$2.14M 0.51% 32
2025
Q2 		$11.6M Buy
42,417
+7,678
+22% +$2.05M 0.51% 32
2025
Q1 		$9.32M Buy
34,739
+24,540
+241% +$7.63M 0.42% 48
2024
Q4 		$3.41M Buy
10,199
+10,164
+29,040% +$3.24M 0.14% 209
2024
Q3 		$9.58K Hold
35
– – 0.01% 180
2024
Q2 		$9K Sell
35
-5,965
-99% -$1.6M ﹤0.01% 98
2024
Q1 		$1.81M Hold
6,000
– – 1.07% 21
2023
Q4 		$1.58M Buy
+6,000
New +$1.36M 1.18% 22

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

New Age Alpha Advisors's CRM Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Salesforce (CRM) stake by 1.7% in Q1 2026, selling an estimated $108K and leaving 29,434 shares worth $5.49M. The position accounts for 0.26% of the portfolio, ranked #108.

New Age Alpha Advisors first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.1M in Q3 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • New Age Alpha Advisors held 29,434 shares of Salesforce worth $5.49M as of Q1 2026.
  • New Age Alpha Advisors sold 523 Salesforce shares in Q1 2026, an estimated $108K.
  • Salesforce made up 0.26% of New Age Alpha Advisors's portfolio in Q1 2026, its #108 holding.
  • New Age Alpha Advisors first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • New Age Alpha Advisors's Salesforce position peaked at $12.1M in Q3 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.