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NewSquare Capital’s Salesforce CRM Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-426
Closed -$116K – 406
2025
Q2 		$116K Buy
426
+150
+54% +$40.1K 0.01% 206
2025
Q1 		$74.1K Buy
276
+194
+237% +$60.3K 0.01% 207
2024
Q4 		$27.4K Buy
82
+24
+41% +$7.66K ﹤0.01% 209
2024
Q3 		$15.9K Sell
58
-17,350
-100% -$4.44M ﹤0.01% 197
2024
Q2 		$4.48M Buy
17,408
+1,588
+10% +$425K 0.39% 89
2024
Q1 		$4.76M Buy
15,820
+690
+5% +$199K 0.42% 79
2023
Q4 		$3.98M Buy
15,130
+510
+3% +$115K 0.38% 91
2023
Q3 		$2.96M Buy
14,620
+14,546
+19,657% +$3.14M 0.31% 92
2023
Q2 		$15.6K Sell
74
-75
-50% -$15.3K ﹤0.01% 285
2023
Q1 		$29.8K Buy
149
+85
+133% +$14.4K ﹤0.01% 227
2022
Q4 		$8.49K Buy
+64
New +$9.34K ﹤0.01% 308
2021
Q1 		– Sell
-6
Closed -$1K – 327
2020
Q4 		$1K Hold
6
– – ﹤0.01% 320
2020
Q3 		$2K Hold
6
– – ﹤0.01% 295
2020
Q2 		$1K Buy
+6
New +$1.01K ﹤0.01% 335
2019
Q3 		– Sell
-2,640
Closed -$401K – 290
2019
Q2 		$401K Buy
2,640
+1,050
+66% +$165K 0.07% 109
2019
Q1 		$252K Buy
+1,590
New +$246K 0.05% 111
2018
Q1 		– Sell
-350
Closed -$36K – 335
2017
Q4 		$36K Hold
350
– – 0.01% 170
2017
Q3 		$33K Buy
+350
New +$32.2K 0.01% 152

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewSquare Capital's CRM Position: Q3 2025 in Review

NewSquare Capital sold out of Salesforce (CRM) in Q3 2025, closing a stake of 426 shares — an estimated $116K sold.

NewSquare Capital first reported a position in CRM in Q3 2017 and held it in 18 quarters. The position peaked at $4.76M in Q1 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • NewSquare Capital reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 426 Salesforce shares in Q3 2025, an estimated $116K.
  • NewSquare Capital first reported a position in Salesforce in Q3 2017 and held it in 18 quarters.
  • NewSquare Capital's Salesforce position peaked at $4.76M in Q1 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.