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Cedar Wealth Management’s Salesforce CRM Stock Holding History

Cedar 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
Q1 		– Sell
-117
Closed -$31K – 125
2025
Q4 		$31K Sell
117
-70
-37% -$17.4K 0.01% 138
2025
Q3 		$44.3K Hold
187
– – 0.01% 127
2025
Q2 		$51K Hold
187
– – 0.02% 117
2025
Q1 		$50.2K Hold
187
– – 0.02% 114
2024
Q4 		$62.5K Sell
187
-1,529
-89% -$488K 0.02% 97
2024
Q3 		$470K Hold
1,716
– – 0.15% 71
2024
Q2 		$441K Sell
1,716
-24
-1% -$6.42K 0.14% 78
2024
Q1 		$524K Buy
1,740
+18
+1% +$5.19K 0.17% 67
2023
Q4 		$453K Buy
1,722
+10
+0.6% +$2.26K 0.17% 69
2023
Q3 		$347K Hold
1,712
– – 0.14% 76
2023
Q2 		$362K Buy
1,712
+21
+1% +$4.29K 0.14% 74
2023
Q1 		$338K Buy
1,691
+217
+15% +$36.7K 0.14% 72
2022
Q4 		$195K Hold
1,474
– – 0.1% 93
2022
Q3 		$212K Buy
1,474
+10
+0.7% +$1.7K 0.11% 98
2022
Q2 		$242K Buy
1,464
+68
+5% +$12K 0.11% 98
2022
Q1 		$296K Buy
1,396
+17
+1% +$3.66K 0.12% 99
2021
Q4 		$350K Buy
1,379
+395
+40% +$111K 0.14% 98
2021
Q3 		$267K Buy
984
+17
+2% +$4.32K 0.12% 97
2021
Q2 		$236K Buy
967
+475
+97% +$109K 0.11% 100
2021
Q1 		$104K Buy
492
+472
+2,360% +$105K 0.05% 122
2020
Q4 		$4K Buy
+20
New +$4.86K ﹤0.01% 215
2018
Q3 		– Sell
-111
Closed -$15K – 188
2018
Q2 		$15K Buy
+111
New +$14.2K 0.01% 113

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cedar Wealth Management's CRM Position: Q1 2026 in Review

Cedar Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 117 shares — an estimated $31K sold.

Cedar Wealth Management first reported a position in CRM in Q2 2018 and held it in 22 quarters. The position peaked at $524K in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Cedar Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Cedar Wealth Management sold 117 Salesforce shares in Q1 2026, an estimated $31K.
  • Cedar Wealth Management first reported a position in Salesforce in Q2 2018 and held it in 22 quarters.
  • Cedar Wealth Management's Salesforce position peaked at $524K in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.