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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EdenTree Asset Management's CRM Position: Q1 2026 in Review

EdenTree Asset Management reduced its Salesforce (CRM) stake by 72% in Q1 2026, selling an estimated $6.76M and leaving 12,987 shares worth $2.42M. The position accounts for 0.73% of the portfolio, ranked #35.

EdenTree Asset Management first reported a position in CRM in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.4M in Q4 2023. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

EdenTree Asset Management held 12,987 shares of Salesforce worth $2.42M as of Q1 2026.
EdenTree Asset Management sold 32,611 Salesforce shares in Q1 2026, an estimated $6.76M.
Salesforce made up 0.73% of EdenTree Asset Management's portfolio in Q1 2026, its #35 holding.
EdenTree Asset Management first reported a position in Salesforce in Q2 2023 and has held it in 12 quarters since.
EdenTree Asset Management's Salesforce position peaked at $14.4M in Q4 2023.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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