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Atlantic Edge Private Wealth Management’s Salesforce CRM Stock Holding History

Atlantic Edge Private Wealth Management’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 		$11.6K Hold
74
– – ﹤0.01% 406
2026
Q1 		$13.8K Hold
74
– – ﹤0.01% 356
2025
Q4 		$19.6K Hold
74
– – ﹤0.01% 313
2025
Q3 		$17.5K Buy
74
+40
+118% +$10.1K ﹤0.01% 313
2025
Q2 		$9.27K Hold
34
– – ﹤0.01% 369
2025
Q1 		$9.13K Hold
34
– – ﹤0.01% 354
2024
Q4 		$11.4K Buy
+34
New +$10.9K ﹤0.01% 326

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CRM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Salesforce (CRM) position steady in Q2 2026 at 74 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Atlantic Edge Private Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.6K in Q4 2025. 1,169 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 74 shares of Salesforce worth $11.6K as of Q2 2026.
  • Atlantic Edge Private Wealth Management left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Atlantic Edge Private Wealth Management's Salesforce position peaked at $19.6K in Q4 2025.
  • 1,169 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.