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Newman Dignan & Sheerar Inc’s Salesforce CRM Stock Holding History

Newman Dignan & Sheerar Inc’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 		$457K Sell
2,915
-324
-10% -$57K 0.09% 131
2026
Q1 		$605K Sell
3,239
-942
-23% -$195K 0.13% 113
2025
Q4 		$1.11M Buy
4,181
+11
+0.3% +$2.73K 0.23% 77
2025
Q3 		$988K Sell
4,170
-29
-0.7% -$7.31K 0.21% 82
2025
Q2 		$1.15M Sell
4,199
-55
-1% -$14.7K 0.26% 75
2025
Q1 		$1.14M Buy
4,254
+376
+10% +$117K 0.31% 70
2024
Q4 		$1.3M Sell
3,878
-35
-0.9% -$11.2K 0.33% 65
2024
Q3 		$1.15M Buy
3,913
+1
+0% +$256 0.28% 76
2024
Q2 		$1.01M Sell
3,912
-119
-3% -$31.8K 0.26% 82
2024
Q1 		$1.21M Buy
4,031
+7
+0.2% +$2.02K 0.32% 76
2023
Q4 		$1.06M Buy
4,024
+144
+4% +$32.6K 0.32% 81
2023
Q3 		$787K Buy
3,880
+26
+0.7% +$5.62K 0.26% 90
2023
Q2 		$814K Sell
3,854
-46
-1% -$9.39K 0.25% 90
2023
Q1 		$779K Buy
+3,900
New +$659K 0.25% 89
2022
Q4 		– Sell
-4,304
Closed -$619 – 194
2022
Q3 		$619 Sell
4,304
-60
-1% -$10.2K 0.1% 94
2022
Q2 		$720K Sell
4,364
-435
-9% -$76.9K 0.25% 92
2022
Q1 		$1.02K Buy
4,799
+332
+7% +$71.5K 0.2% 77
2021
Q4 		$1.14M Sell
4,467
-63
-1% -$17.7K 0.34% 76
2021
Q3 		$1.23M Sell
4,530
-1
-0% -$254 0.36% 70
2021
Q2 		$1.11M Buy
4,531
+3
+0.1% +$691 0.37% 69
2021
Q1 		$959K Sell
4,528
-19
-0.4% -$4.23K 0.35% 73
2020
Q4 		$1.01K Sell
4,547
-177
-4% -$43K 0.16% 68
2020
Q3 		$1.19M Buy
4,724
+875
+23% +$192K 0.5% 57
2020
Q2 		$738K Buy
3,849
+303
+9% +$51.1K 0.32% 75
2020
Q1 		$552K Sell
3,546
-1
-0% -$171 0.29% 75
2019
Q4 		$577 Sell
3,547
-380
-10% -$59.6K 0.06% 91
2019
Q3 		$583K Sell
3,927
-35
-0.9% -$5.32K 0.27% 85
2019
Q2 		$601 Sell
3,962
-181
-4% -$28.4K 0.02% 87
2019
Q1 		$656K Sell
4,143
-30
-0.7% -$4.65K 0.26% 78
2018
Q4 		$572 Buy
4,173
+1,056
+34% +$145K 0.05% 83
2018
Q3 		$483K Buy
3,117
+510
+20% +$75.7K 0.21% 103
2018
Q2 		$356 Buy
+2,607
New +$333K 0.02% 117

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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
New York State Common Retirement Fund
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)
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

Newman Dignan & Sheerar Inc's CRM Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Salesforce (CRM) stake by 10% in Q2 2026, selling an estimated $57K and leaving 2,915 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #131.

Newman Dignan & Sheerar Inc first reported a position in CRM in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.3M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 2,915 shares of Salesforce worth $457K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 324 Salesforce shares in Q2 2026, an estimated $57K.
  • Salesforce made up 0.09% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #131 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Salesforce in Q2 2018 and has held it in 32 quarters since.
  • Newman Dignan & Sheerar Inc's Salesforce position peaked at $1.3M in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.