NWWA
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New Wave Wealth Advisors’s Salesforce CRM Stock Holding History

New Wave Wealth 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 		– Sell
-1,929
Closed -$360K – 211
2026
Q1 		$360K Buy
1,929
+607
+46% +$126K 0.12% 118
2025
Q4 		$351K Buy
1,322
+4
+0.3% +$994 0.13% 116
2025
Q3 		$313K Buy
1,318
+189
+17% +$47.7K 0.12% 118
2025
Q2 		$308K Sell
1,129
-131
-10% -$35K 0.13% 97
2025
Q1 		$338K Buy
1,260
+245
+24% +$76.2K 0.15% 87
2024
Q4 		$339K Sell
1,015
-165
-14% -$52.7K 0.14% 96
2024
Q3 		$323K Sell
1,180
-128
-10% -$32.8K 0.15% 103
2024
Q2 		$336K Buy
+1,308
New +$350K 0.18% 86

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

New Wave Wealth Advisors's CRM Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,929 shares — an estimated $360K sold.

New Wave Wealth Advisors first reported a position in CRM in Q2 2024 and held it in 8 quarters. The position peaked at $360K in Q1 2026. 927 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,929 Salesforce shares in Q2 2026, an estimated $360K.
  • New Wave Wealth Advisors first reported a position in Salesforce in Q2 2024 and held it in 8 quarters.
  • New Wave Wealth Advisors's Salesforce position peaked at $360K in Q1 2026.
  • 927 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.