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New Age Alpha Advisors, LLC

SEC CIK
0001764807
Latest filing
Aug 13, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by New Age Alpha Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
45,505
Value
$7.13M
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of CRM by New Age Alpha Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202645,505$7.13M0.3%+16,071+54.6%AddedHolders
Q1 202629,434$5.49M0.3%−523−1.7%ReducedHolders
Q4 202529,957$7.94M0.3%−20,963−41.2%ReducedHolders
Q3 202550,920$12.1M0.5%+8,503+20.0%AddedHolders
Q2 202542,417$11.6M0.5%+7,678+22.1%AddedHolders
Q1 202534,739$9.32M0.4%+24,540+240.6%AddedHolders
Q4 202410,199$3.41M0.1%+10,164+29,040.0%AddedHolders
Q3 202435$9.58K<0.1%00.0%UnchangedHolders
Q2 202435$9.00K<0.1%−5,965−99.4%ReducedHolders
Q1 20246,000$1.81M1.1%00.0%UnchangedHolders
Q4 20236,000$1.58M1.2%–No prior filingHolders