EdenTree Asset Management’s Salesforce CRM Stock Holding History

EdenTree Asset 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	$2.03M	Hold	12,987	–	–	0.62%	41
2026 Q1	$2.42M	Sell	12,987 -32,611	-72%	-$6.76M	0.73%	35
2025 Q4	$12.1M	Sell	45,598 -10,430	-19%	-$2.59M	3.7%	4
2025 Q3	$13.3M	Buy	56,028 +20,000	+56%	+$5.04M	3.2%	11
2025 Q2	$9.82M	Buy	36,028 +3,250	+10%	+$869K	2.72%	12
2025 Q1	$8.79M	Sell	32,778 -1,057	-3%	-$329K	2.95%	11
2024 Q4	$11.3M	Sell	33,835 -6,445	-16%	-$2.06M	3.29%	4
2024 Q3	$11M	Sell	40,280 -13,925	-26%	-$3.57M	3.19%	5
2024 Q2	$13.9M	Buy	54,205 +13,010	+32%	+$3.48M	4.42%	4
2024 Q1	$12.4M	Sell	41,195 -13,493	-25%	-$3.89M	3.93%	4
2023 Q4	$14.4M	Buy	54,688 +5,248	+11%	+$1.19M	4.45%	4
2023 Q3	$10M	Sell	49,440 -2,000	-4%	-$432K	3.93%	4
2023 Q2	$10.9M	Buy	+51,440	New	+$10.5M	3.73%	5

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

EdenTree Asset Management's CRM Position: Q2 2026 in Review

EdenTree Asset Management held its Salesforce (CRM) position steady in Q2 2026 at 12,987 shares worth $2.03M. The position accounts for 0.62% of the portfolio, ranked #41.

EdenTree Asset Management first reported a position in CRM in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.4M in Q4 2023. 2,489 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

EdenTree Asset Management held 12,987 shares of Salesforce worth $2.03M as of Q2 2026.
EdenTree Asset Management left its Salesforce share count unchanged in Q2 2026.
Salesforce made up 0.62% of EdenTree Asset Management's portfolio in Q2 2026, its #41 holding.
EdenTree Asset Management first reported a position in Salesforce in Q2 2023 and has held it in 13 quarters since.
EdenTree Asset Management's Salesforce position peaked at $14.4M in Q4 2023.
2,489 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on EdenTree Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.