New England Research & Management’s Salesforce CRM Stock Holding History

New England Research & Management’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 Q2	–	Sell	-1,230	Closed	-$330K	–	157
2025 Q1	$330K	Buy	+1,230	New	+$383K	0.17%	123
2021 Q2	–	Sell	-6,500	Closed	-$1.38M	–	176
2021 Q1	$1.38M	Buy	6,500 +320	+5%	+$71.2K	0.75%	47
2020 Q4	$1.38M	Buy	6,180 +3,525	+133%	+$857K	0.85%	37
2020 Q3	$667K	Sell	2,655 -400	-13%	-$87.6K	0.48%	75
2020 Q2	$572K	Buy	3,055 +150	+5%	+$25.3K	0.41%	82
2020 Q1	$418K	Sell	2,905 -1,340	-32%	-$230K	0.36%	91
2019 Q4	$690K	Sell	4,245 -125	-3%	-$19.6K	0.46%	78
2019 Q3	$649K	Sell	4,370 -50	-1%	-$7.6K	0.47%	75
2019 Q2	$671K	Buy	4,420 +2,595	+142%	+$407K	0.46%	81
2019 Q1	$289K	Buy	+1,825	New	+$283K	0.2%	130
2017 Q2	–	Sell	-4,800	Closed	-$396K	–	157
2017 Q1	$396K	Sell	4,800 -1,500	-24%	-$120K	0.3%	103
2016 Q4	$431K	Hold	6,300	–	–	0.34%	102
2016 Q3	$449K	Buy	+6,300	New	+$491K	0.38%	94

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Research & Management's CRM Position: Q2 2025 in Review

New England Research & Management sold out of Salesforce (CRM) in Q2 2025, closing a stake of 1,230 shares — an estimated $330K sold.

New England Research & Management first reported a position in CRM in Q3 2016 and held it in 13 quarters. The position peaked at $1.38M in Q1 2021. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

New England Research & Management reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
New England Research & Management sold 1,230 Salesforce shares in Q2 2025, an estimated $330K.
New England Research & Management first reported a position in Salesforce in Q3 2016 and held it in 13 quarters.
New England Research & Management's Salesforce position peaked at $1.38M in Q1 2021.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on New England Research & Management's 13F filing for Q2 2025, filed 9 Jul 2025.