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New York Life Investment Management’s Salesforce CRM Stock Holding History

New York Life Investment 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
2026
Q2 		$19.1M Sell
122,204
-16,745
-12% -$2.94M 0.13% 131
2026
Q1 		$25.9M Buy
138,949
+857
+0.6% +$178K 0.22% 84
2025
Q4 		$36.6M Sell
138,092
-1,130
-0.8% -$281K 0.32% 61
2025
Q3 		$33M Sell
139,222
-4,594
-3% -$1.16M 0.29% 62
2025
Q2 		$39.2M Buy
143,816
+2,295
+2% +$614K 0.37% 52
2025
Q1 		$38M Sell
141,521
-430
-0.3% -$134K 0.39% 43
2024
Q4 		$47.5M Sell
141,951
-1,939
-1% -$619K 0.46% 40
2024
Q3 		$39.4M Sell
143,890
-2,400
-2% -$615K 0.38% 46
2024
Q2 		$37.6M Sell
146,290
-284
-0.2% -$76K 0.38% 47
2024
Q1 		$44.1M Sell
146,574
-5,773
-4% -$1.67M 0.44% 40
2023
Q4 		$40.1M Buy
152,347
+621
+0.4% +$141K 0.41% 43
2023
Q3 		$30.8M Sell
151,726
-2,313
-2% -$500K 0.33% 57
2023
Q2 		$32.5M Sell
154,039
-3,298
-2% -$673K 0.34% 55
2023
Q1 		$31.4M Sell
157,337
-14,834
-9% -$2.51M 0.35% 49
2022
Q4 		$22.8M Buy
172,171
+740
+0.4% +$108K 0.26% 79
2022
Q3 		$24.7M Buy
171,431
+138
+0.1% +$23.4K 0.3% 64
2022
Q2 		$28.3M Buy
+171,293
New +$30.3M 0.33% 58

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

New York Life Investment Management's CRM Position: Q2 2026 in Review

New York Life Investment Management reduced its Salesforce (CRM) stake by 12% in Q2 2026, selling an estimated $2.94M and leaving 122,204 shares worth $19.1M. The position accounts for 0.13% of the portfolio, ranked #131.

New York Life Investment Management first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $47.5M in Q4 2024. 1,905 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • New York Life Investment Management held 122,204 shares of Salesforce worth $19.1M as of Q2 2026.
  • New York Life Investment Management sold 16,745 Salesforce shares in Q2 2026, an estimated $2.94M.
  • Salesforce made up 0.13% of New York Life Investment Management's portfolio in Q2 2026, its #131 holding.
  • New York Life Investment Management first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's Salesforce position peaked at $47.5M in Q4 2024.
  • 1,905 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.