Newman Dignan & Sheerar Inc’s Salesforce CRM Stock Holding History
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 | -$619K | – | 194 |
|
|
2022
Q3 | $619K | 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 | $1.02M | 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 | $1.01M | 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 | $577K | 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 | $601K | Sell |
3,962
-181
| -4% | -$28.4K | 0.27% | 87 |
|
|
2019
Q1 | $656K | Sell |
4,143
-30
| -0.7% | -$4.65K | 0.26% | 78 |
|
|
2018
Q4 | $572K | 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 | $356K | Buy |
+2,607
| New | +$333K | 0.02% | 117 |
|
Other funds holding CRM
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. 2,494 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.
- 2,494 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.