New Age Alpha Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
Other funds holding CRM
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. 2,488 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.
- 2,488 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.