NAAA
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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
Q2 		$7.13M Buy
45,505
+16,071
+55% +$2.83M 0.3% 70
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 $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

New Age Alpha Advisors's CRM Position: Q2 2026 in Review

New Age Alpha Advisors increased its Salesforce (CRM) stake by 55% in Q2 2026, buying an estimated $2.83M and bringing the position to 45,505 shares worth $7.13M. The position accounts for 0.3% of the portfolio, ranked #70.

New Age Alpha Advisors first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.1M in Q3 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • New Age Alpha Advisors held 45,505 shares of Salesforce worth $7.13M as of Q2 2026.
  • New Age Alpha Advisors bought 16,071 Salesforce shares in Q2 2026, an estimated $2.83M.
  • Salesforce made up 0.3% of New Age Alpha Advisors's portfolio in Q2 2026, its #70 holding.
  • New Age Alpha Advisors first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • New Age Alpha Advisors's Salesforce position peaked at $12.1M in Q3 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.