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Edge Advisors’s Salesforce CRM Stock Holding History

Edge Advisors’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
2018
Q2 		$165K Hold
1,215
– – 0.01% 340
2018
Q1 		$140K Buy
1,215
+220
+22% +$25.3K 0.01% 359
2017
Q4 		$101K Buy
995
+30
+3% +$3.06K 0.01% 394
2017
Q3 		$90K Hold
965
– – 0.01% 401
2017
Q2 		$83K Buy
965
+5
+0.5% +$435 0.01% 424
2017
Q1 		$78K Buy
960
+300
+45% +$24K 0.01% 445
2016
Q4 		$44K Buy
+660
New +$47.9K 0.01% 489

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edge Advisors's CRM Position: Q2 2018 in Review

Edge Advisors held its Salesforce (CRM) position steady in Q2 2018 at 1,215 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #340.

Edge Advisors first reported a position in CRM in Q4 2016 and has held it in 7 quarters since. 1,143 funds tracked by Wall St. Rank hold CRM as of Q2 2018.

  • Edge Advisors held 1,215 shares of Salesforce worth $165K as of Q2 2018.
  • Edge Advisors left its Salesforce share count unchanged in Q2 2018.
  • Salesforce made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #340 holding.
  • Edge Advisors first reported a position in Salesforce in Q4 2016 and has held it in 7 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Salesforce as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.