New England Capital Financial Advisors’s Salesforce CRM Stock Holding History

New England Capital Financial 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	$1.91K	Hold	12	–	–	﹤0.01%	362
2026 Q1	$2.27K	Hold	12	–	–	﹤0.01%	347
2025 Q4	$3.21K	Sell	12 -33	-73%	-$8.2K	﹤0.01%	325
2025 Q3	$10.8K	Hold	45	–	–	﹤0.01%	252
2025 Q2	$12.4K	Hold	45	–	–	0.01%	225
2025 Q1	$12.1K	Hold	45	–	–	0.01%	215
2024 Q4	$15.1K	Hold	45	–	–	0.01%	203
2024 Q3	$12.4K	Hold	45	–	–	0.01%	215
2024 Q2	$11.6K	Hold	45	–	–	0.01%	217
2024 Q1	$13.6K	Hold	45	–	–	0.01%	208
2023 Q4	$11.8K	Hold	45	–	–	0.01%	219
2023 Q3	$9.13K	Hold	45	–	–	0.01%	233
2023 Q2	$9.51K	Hold	45	–	–	0.01%	230
2023 Q1	$8.99K	Hold	45	–	–	0.01%	258
2022 Q4	$6.81K	Buy	+45	New	+$6.57K	﹤0.01%	275

Other funds holding CRM

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New England Capital Financial Advisors's CRM Position: Q2 2026 in Review

New England Capital Financial Advisors held its Salesforce (CRM) position steady in Q2 2026 at 12 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

New England Capital Financial Advisors first reported a position in CRM in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.1K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

New England Capital Financial Advisors held 12 shares of Salesforce worth $1.91K as of Q2 2026.
New England Capital Financial Advisors left its Salesforce share count unchanged in Q2 2026.
Salesforce made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #362 holding.
New England Capital Financial Advisors first reported a position in Salesforce in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Salesforce position peaked at $15.1K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.