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Edge Capital Group’s Salesforce CRM Stock Holding History

Edge Capital Group’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
Q4 		$2.67M Sell
8,000
-542
-6% -$173K 0.12% 119
2024
Q3 		$2.34M Buy
8,542
+281
+3% +$72K 0.1% 118
2024
Q2 		$2.12M Buy
8,261
+158
+2% +$42.3K 0.1% 122
2024
Q1 		$2.44M Buy
8,103
+40
+0.5% +$11.5K 0.12% 117
2023
Q4 		$2.12M Buy
8,063
+24
+0.3% +$5.43K 0.12% 121
2023
Q3 		$1.63M Sell
8,039
-28
-0.3% -$6.05K 0.11% 127
2023
Q2 		$1.7M Sell
8,067
-126
-2% -$25.7K 0.1% 139
2023
Q1 		$1.64M Sell
8,193
-320
-4% -$54.1K 0.1% 136
2022
Q4 		$1.13M Buy
8,513
+3,673
+76% +$536K 0.08% 133
2022
Q3 		$696K Sell
4,840
-2,909
-38% -$493K 0.06% 160
2022
Q2 		$1.28M Buy
7,749
+1,361
+21% +$240K 0.11% 124
2022
Q1 		$1.36M Buy
6,388
+2,041
+47% +$439K 0.09% 128
2021
Q4 		$1.1M Buy
4,347
+640
+17% +$180K 0.08% 142
2021
Q3 		$1M Buy
3,707
+790
+27% +$201K 0.08% 141
2021
Q2 		$713K Hold
2,917
– – 0.06% 160
2021
Q1 		$618K Buy
2,917
+323
+12% +$71.9K 0.05% 162
2020
Q4 		$577K Buy
2,594
+241
+10% +$58.6K 0.05% 163
2020
Q3 		$591K Buy
2,353
+188
+9% +$41.2K 0.06% 143
2020
Q2 		$406K Buy
2,165
+236
+12% +$39.8K 0.04% 163
2020
Q1 		$278K Buy
1,929
+603
+45% +$103K 0.03% 177
2019
Q4 		$216K Sell
1,326
-800
-38% -$125K 0.02% 218
2019
Q3 		$316K Buy
2,126
+800
+60% +$122K 0.03% 198
2019
Q2 		$201K Buy
+1,326
New +$208K 0.02% 245

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Edge Capital Group's CRM Position: Q4 2024 in Review

Edge Capital Group reduced its Salesforce (CRM) stake by 6.3% in Q4 2024, selling an estimated $173K and leaving 8,000 shares worth $2.67M. The position accounts for 0.12% of the portfolio, ranked #119.

Edge Capital Group first reported a position in CRM in Q2 2019 and has held it in 23 quarters since. 3,101 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • Edge Capital Group held 8,000 shares of Salesforce worth $2.67M as of Q4 2024.
  • Edge Capital Group sold 542 Salesforce shares in Q4 2024, an estimated $173K.
  • Salesforce made up 0.12% of Edge Capital Group's portfolio in Q4 2024, its #119 holding.
  • Edge Capital Group first reported a position in Salesforce in Q2 2019 and has held it in 23 quarters since.
  • 3,101 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.