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Newbridge Financial Services Group’s Salesforce CRM Stock Holding History

Newbridge Financial Services 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
2026
Q2 		$701K Buy
4,474
+2,950
+194% +$519K 0.09% 151
2026
Q1 		$285K Sell
1,524
-21,268
-93% -$4.41M 0.05% 186
2025
Q4 		$6.04M Buy
22,792
+3,013
+15% +$749K 0.94% 27
2025
Q3 		$4.69M Sell
19,779
-2,210
-10% -$557K 0.7% 33
2025
Q2 		$6M Buy
21,989
+1,807
+9% +$483K 0.97% 29
2025
Q1 		$5.42M Buy
20,182
+4,561
+29% +$1.42M 1.31% 19
2024
Q4 		$5.22M Buy
15,621
+1,079
+7% +$344K 1.34% 18
2024
Q3 		$3.98M Buy
14,542
+1,598
+12% +$409K 1.4% 18
2024
Q2 		$3.33M Buy
12,944
+7,863
+155% +$2.1M 1.24% 16
2024
Q1 		$1.53M Buy
5,081
+1,380
+37% +$398K 0.67% 27
2023
Q4 		$974K Buy
3,701
+743
+25% +$168K 0.48% 39
2023
Q3 		$600K Buy
2,958
+215
+8% +$46.5K 0.3% 69
2023
Q2 		$579K Buy
2,743
+350
+15% +$71.4K 0.28% 73
2023
Q1 		$478K Buy
2,393
+46
+2% +$7.77K 0.25% 86
2022
Q4 		$311K Buy
2,347
+125
+6% +$18.2K 0.18% 120
2022
Q3 		$320K Buy
2,222
+597
+37% +$101K 0.19% 112
2022
Q2 		$268K Sell
1,625
-168
-9% -$29.7K 0.17% 127
2022
Q1 		$381K Sell
1,793
-124
-6% -$26.7K 0.19% 112
2021
Q4 		$487K Buy
1,917
+297
+18% +$83.5K 0.23% 91
2021
Q3 		$439K Buy
1,620
+2
+0.1% +$508 0.27% 85
2021
Q2 		$395K Sell
1,618
-49
-3% -$11.3K 0.24% 95
2021
Q1 		$353K Sell
1,667
-725
-30% -$161K 0.26% 92
2020
Q4 		$532K Sell
2,392
-636
-21% -$155K 0.44% 45
2020
Q3 		$761K Buy
+3,028
New +$663K 0.75% 19

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Newbridge Financial Services Group's CRM Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Salesforce (CRM) stake by 194% in Q2 2026, buying an estimated $519K and bringing the position to 4,474 shares worth $701K. The position accounts for 0.09% of the portfolio, ranked #151.

Newbridge Financial Services Group first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.04M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Newbridge Financial Services Group held 4,474 shares of Salesforce worth $701K as of Q2 2026.
  • Newbridge Financial Services Group bought 2,950 Salesforce shares in Q2 2026, an estimated $519K.
  • Salesforce made up 0.09% of Newbridge Financial Services Group's portfolio in Q2 2026, its #151 holding.
  • Newbridge Financial Services Group first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Salesforce position peaked at $6.04M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.