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Benjamin F. Edwards & Company’s Salesforce CRM Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$10.8M Sell
42,148
-4,453
-10% -$1.19M 0.19% 140
2024
Q1 		$14M Buy
46,601
+1,880
+4% +$542K 0.25% 110
2023
Q4 		$11.8M Buy
44,721
+10,247
+30% +$2.32M 0.24% 116
2023
Q3 		$6.99M Buy
34,474
+5,327
+18% +$1.15M 0.27% 86
2023
Q2 		$6.16M Sell
29,147
-129
-0.4% -$26.3K 0.23% 93
2023
Q1 		$5.85M Buy
29,276
+1,291
+5% +$218K 0.24% 91
2022
Q4 		$3.71M Buy
27,985
+1,148
+4% +$168K 0.17% 132
2022
Q3 		$3.86M Buy
26,837
+1,594
+6% +$270K 0.19% 116
2022
Q2 		$4.17M Buy
25,243
+3,821
+18% +$675K 0.2% 120
2022
Q1 		$4.55M Sell
21,422
-1,655
-7% -$356K 0.2% 111
2021
Q4 		$5.87M Sell
23,077
-134
-0.6% -$37.7K 0.26% 85
2021
Q3 		$6.29M Buy
23,211
+562
+2% +$143K 0.32% 76
2021
Q2 		$5.53M Buy
22,649
+1,363
+6% +$314K 0.28% 84
2021
Q1 		$4.51M Buy
21,286
+1,435
+7% +$319K 0.24% 98
2020
Q4 		$4.42M Buy
19,851
+979
+5% +$238K 0.26% 92
2020
Q3 		$4.74M Buy
18,872
+450
+2% +$98.5K 0.32% 73
2020
Q2 		$3.45M Buy
18,422
+531
+3% +$89.5K 0.25% 99
2020
Q1 		$2.58M Buy
17,891
+3,383
+23% +$580K 0.22% 115
2019
Q4 		$2.36M Buy
14,508
+2,115
+17% +$332K 0.17% 155
2019
Q3 		$1.84M Buy
12,393
+5,011
+68% +$762K 0.14% 173
2019
Q2 		$1.12M Buy
7,382
+664
+10% +$104K 0.09% 223
2019
Q1 		$1.06M Buy
6,718
+2,097
+45% +$325K 0.1% 223
2018
Q4 		$633K Sell
4,621
-139
-3% -$19.1K 0.07% 270
2018
Q3 		$757K Sell
4,760
-2,567
-35% -$381K 0.07% 266
2018
Q2 		$999K Buy
7,327
+2,347
+47% +$299K 0.1% 219
2018
Q1 		$579K Buy
4,980
+568
+13% +$65.2K 0.06% 301
2017
Q4 		$451K Buy
4,412
+1,257
+40% +$128K 0.05% 330
2017
Q3 		$295K Sell
3,155
-48
-1% -$4.42K 0.04% 366
2017
Q2 		$277K Buy
3,203
+149
+5% +$13K 0.04% 358
2017
Q1 		$252K Buy
3,054
+1,194
+64% +$95.4K 0.04% 369
2016
Q4 		$127K Buy
1,860
+632
+51% +$45.9K 0.02% 458
2016
Q3 		$88K Buy
1,228
+50
+4% +$3.9K 0.02% 456
2016
Q2 		$94K Buy
1,178
+15
+1% +$1.18K 0.02% 424
2016
Q1 		$86K Buy
1,163
+100
+9% +$6.89K 0.02% 419
2015
Q4 		$83K Buy
1,063
+100
+10% +$7.81K 0.02% 439
2015
Q3 		$67K Sell
963
-100
-9% -$7.09K 0.01% 472
2015
Q2 		$74K Buy
1,063
+102
+11% +$7.26K 0.01% 518
2015
Q1 		$64K Sell
961
-387
-29% -$24K 0.01% 522
2014
Q4 		$80K Hold
1,348
– – 0.02% 430
2014
Q3 		$78K Sell
1,348
-300
-18% -$16.9K 0.02% 439
2014
Q2 		$96K Buy
1,648
+800
+94% +$43.2K 0.02% 391
2014
Q1 		$48K Sell
848
-400
-32% -$23.9K 0.01% 455
2013
Q4 		$69K Buy
1,248
+800
+179% +$42.8K 0.02% 384
2013
Q3 		$23K Hold
448
– – 0.01% 487
2013
Q2 		$17K Buy
+448
New +$18.5K 0.01% 487

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Benjamin F. Edwards & Company's CRM Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Salesforce (CRM) stake by 9.6% in Q2 2024, selling an estimated $1.19M and leaving 42,148 shares worth $10.8M. The position accounts for 0.19% of the portfolio, ranked #140.

Benjamin F. Edwards & Company first reported a position in CRM in Q2 2013 and has held it in 45 quarters since. The position peaked at $14M in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

  • Benjamin F. Edwards & Company held 42,148 shares of Salesforce worth $10.8M as of Q2 2024.
  • Benjamin F. Edwards & Company sold 4,453 Salesforce shares in Q2 2024, an estimated $1.19M.
  • Salesforce made up 0.19% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #140 holding.
  • Benjamin F. Edwards & Company first reported a position in Salesforce in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Salesforce position peaked at $14M in Q1 2024.
  • 2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.