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New Century Financial Group’s Salesforce CRM Stock Holding History

New Century Financial Group’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
2025
Q4 		– Sell
-5,069
Closed -$1.2M – 13
2025
Q3 		$1.2M Buy
+5,069
New +$1.28M 2.14% 15
2025
Q1 		– Sell
-1,710
Closed -$569K – 167
2024
Q4 		$569K Sell
1,710
-328
-16% -$105K 0.24% 121
2024
Q3 		$558K Buy
2,038
+1,248
+158% +$320K 0.2% 140
2024
Q2 		$203K Sell
790
-2,905
-79% -$777K 0.09% 271
2024
Q1 		$1.11M Buy
3,695
+582
+19% +$168K 0.77% 37
2023
Q4 		$819K Buy
+3,113
New +$705K 0.71% 42

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New Century Financial Group's CRM Position: Q4 2025 in Review

New Century Financial Group sold out of Salesforce (CRM) in Q4 2025, closing a stake of 5,069 shares — an estimated $1.2M sold.

New Century Financial Group first reported a position in CRM in Q4 2023 and held it in 6 quarters. The position peaked at $1.2M in Q3 2025. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • New Century Financial Group reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 5,069 Salesforce shares in Q4 2025, an estimated $1.2M.
  • New Century Financial Group first reported a position in Salesforce in Q4 2023 and held it in 6 quarters.
  • New Century Financial Group's Salesforce position peaked at $1.2M in Q3 2025.
  • 2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.