SEC 13F Intelligence

New Century Financial Group, LLC / CRM

New Century Financial Group, LLC’s Salesforce Inc Position

Does New Century Financial Group, LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 5.1K shares worth $1M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$1M
Q3 2025
Shares
5.1K
% of Portfolio
+2.14%
Quarters Held
6
position exited

Position History CRM

Reported value by quarter
Q4 ’23: $819,155Q4 ’23Q1 ’24: $1MQ1 ’24Q2 ’24: $203,109Q2 ’24Q3 ’24: $557,836Q3 ’24Q4 ’24: $569,288Q4 ’24Q3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20255.1K$1M+2.14%
Q4 20241.7K$569,288+0.24%
Q3 20242.0K$557,836+0.20%
Q2 2024790$203,109+0.09%
Q1 20243.7K$1M+0.77%
Q4 20233.1K$819,155+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See New Century Financial Group, LLC’s full portfolio or all institutional holders of CRM.