BEI
CRM icon

Benjamin Edwards Inc’s Salesforce CRM Stock Holding History

Benjamin Edwards Inc’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 		$10.6M Sell
67,700
-25,147
-27% -$4.42M 0.1% 218
2026
Q1 		$17.3M Buy
92,847
+11,139
+14% +$2.31M 0.17% 153
2025
Q4 		$21.6M Buy
81,708
+99
+0.1% +$24.6K 0.24% 111
2025
Q3 		$19.3M Buy
81,609
+10,590
+15% +$2.67M 0.22% 115
2025
Q2 		$19.4M Buy
71,019
+20,063
+39% +$5.36M 0.25% 104
2025
Q1 		$13.7M Buy
50,956
+4,621
+10% +$1.44M 0.19% 127
2024
Q4 		$15.5M Buy
46,335
+1,921
+4% +$613K 0.22% 117
2024
Q3 		$12.2M Buy
44,414
+43,322
+3,967% +$11.1M 0.18% 143
2024
Q2 		$281K Sell
1,092
-68
-6% -$18.2K 0.05% 300
2024
Q1 		$349K Buy
1,160
+81
+8% +$23.4K 0.07% 261
2023
Q4 		$284K Buy
1,079
+24
+2% +$5.43K 0.06% 264
2023
Q3 		$214K Sell
1,055
-205
-16% -$44.3K 0.05% 268
2023
Q2 		$266K Sell
1,260
-309
-20% -$63.1K 0.06% 240
2023
Q1 		$313K Buy
1,569
+509
+48% +$86K 0.08% 218
2022
Q4 		$141K Buy
1,060
+45
+4% +$6.57K 0.04% 307
2022
Q3 		$146K Sell
1,015
-322
-24% -$54.6K 0.04% 289
2022
Q2 		$221K Sell
1,337
-765
-36% -$135K 0.06% 250
2022
Q1 		$446K Buy
2,102
+551
+36% +$119K 0.13% 180
2021
Q4 		$394K Buy
+1,551
New +$436K 0.13% 174
2020
Q3 		– Sell
-74
Closed -$14K – 358
2020
Q2 		$14K Hold
74
– – 0.01% 275
2020
Q1 		$11K Sell
74
-56
-43% -$9.6K 0.01% 275
2019
Q4 		$21K Buy
130
+32
+33% +$5.02K 0.04% 169
2019
Q3 		$15K Hold
98
– – 0.03% 186
2019
Q2 		$15K Buy
98
+45
+85% +$7.05K 0.04% 181
2019
Q1 		$8K Buy
+53
New +$8.21K 0.04% 215

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Benjamin Edwards Inc's CRM Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Salesforce (CRM) stake by 27% in Q2 2026, selling an estimated $4.42M and leaving 67,700 shares worth $10.6M. The position accounts for 0.1% of the portfolio, ranked #218.

Benjamin Edwards Inc first reported a position in CRM in Q1 2019 and has held it in 25 quarters since. The position peaked at $21.6M in Q4 2025. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Benjamin Edwards Inc held 67,700 shares of Salesforce worth $10.6M as of Q2 2026.
  • Benjamin Edwards Inc sold 25,147 Salesforce shares in Q2 2026, an estimated $4.42M.
  • Salesforce made up 0.1% of Benjamin Edwards Inc's portfolio in Q2 2026, its #218 holding.
  • Benjamin Edwards Inc first reported a position in Salesforce in Q1 2019 and has held it in 25 quarters since.
  • Benjamin Edwards Inc's Salesforce position peaked at $21.6M in Q4 2025.
  • 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.