Next Level Private’s Salesforce CRM Stock Holding History

Next Level Private’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	$410K	Sell	2,619 -101	-4%	-$17.8K	0.08%	128
2026 Q1	$508K	Buy	+2,720	New	+$564K	0.11%	113

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Next Level Private's CRM Position: Q2 2026 in Review

Next Level Private reduced its Salesforce (CRM) stake by 3.7% in Q2 2026, selling an estimated $17.8K and leaving 2,619 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #128.

Next Level Private first reported a position in CRM in Q1 2026 and has held it in 2 quarters since. The position peaked at $508K in Q1 2026. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Next Level Private held 2,619 shares of Salesforce worth $410K as of Q2 2026.
Next Level Private sold 101 Salesforce shares in Q2 2026, an estimated $17.8K.
Salesforce made up 0.08% of Next Level Private's portfolio in Q2 2026, its #128 holding.
Next Level Private first reported a position in Salesforce in Q1 2026 and has held it in 2 quarters since.
Next Level Private's Salesforce position peaked at $508K in Q1 2026.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.