Edge Wealth Management’s Salesforce CRM Stock Holding History

Edge 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
2025 Q1	–	Sell	-46,121	Closed	-$15.4M	–	83
2024 Q4	$15.4M	Sell	46,121 -1,105	-2%	-$353K	3.12%	11
2024 Q3	$12.9M	Sell	47,226 -309	-0.7%	-$79.1K	2.59%	16
2024 Q2	$12.2M	Sell	47,535 -391	-0.8%	-$105K	2.57%	15
2024 Q1	$14.4M	Sell	47,926 -20	-0%	-$5.77K	3.03%	12
2023 Q4	$12.6M	Sell	47,946 -45	-0.1%	-$10.2K	2.76%	14
2023 Q3	$9.73M	Sell	47,991 -315	-0.7%	-$68.1K	2.27%	18
2023 Q2	$10.2M	Buy	48,306 +2,070	+4%	+$423K	2.23%	18
2023 Q1	$9.23M	Sell	46,236 -209	-0.4%	-$35.3K	2.12%	19
2022 Q4	$6.09M	Sell	46,445 -6,467	-12%	-$944K	1.42%	25
2022 Q3	$7.72M	Buy	52,912 +247	+0.5%	+$41.9K	1.71%	23
2022 Q2	$8.69M	Sell	52,665 -255	-0.5%	-$45.1K	1.88%	21
2022 Q1	$11.2M	Buy	52,920 +725	+1%	+$156K	2.21%	20
2021 Q4	$13.3M	Buy	52,195 +9,037	+21%	+$2.54M	2.43%	16
2021 Q3	$11.7M	Buy	43,158 +3,172	+8%	+$806K	2.28%	17
2021 Q2	$9.79M	Buy	39,986 +606	+2%	+$140K	1.99%	20
2021 Q1	$8.34M	Buy	39,380 +4,046	+11%	+$901K	1.77%	21
2020 Q4	$7.84M	Buy	35,334 +924	+3%	+$225K	1.78%	23
2020 Q3	$8.65M	Sell	34,410 -3,467	-9%	-$759K	1.99%	16
2020 Q2	$7.09M	Buy	37,877 +26,662	+238%	+$4.49M	1.35%	27
2020 Q1	$1.65M	Buy	+11,215	New	+$1.92M	0.36%	48
2019 Q4	–	Sell	-11,278	Closed	-$1.67M	–	607
2019 Q3	$1.67M	Buy	11,278 +52	+0.5%	+$7.9K	0.39%	49
2019 Q2	$1.69M	Buy	11,226 +2,242	+25%	+$351K	0.37%	49
2019 Q1	$1.42M	Buy	8,984 +10	+0.1%	+$1.55K	0.35%	49
2018 Q4	$1.23M	Buy	8,974 +5,014	+127%	+$690K	0.35%	45
2018 Q3	$630K	Hold	3,960	–	–	0.15%	82
2018 Q2	$540K	Buy	3,960 +560	+16%	+$71.4K	0.14%	92
2018 Q1	$395K	Hold	3,400	–	–	0.1%	97
2017 Q4	$348K	Hold	3,400	–	–	0.1%	104
2017 Q3	$317K	Sell	3,400 -70	-2%	-$6.44K	0.1%	110
2017 Q2	$303K	Hold	3,470	–	–	0.1%	108
2017 Q1	$287K	Hold	3,470	–	–	0.1%	100
2016 Q4	$237K	Sell	3,470 -333	-9%	-$24.2K	0.09%	108
2016 Q3	$271K	Buy	3,803 +333	+10%	+$26K	0.12%	91
2016 Q2	$277K	Hold	3,470	–	–	0.12%	95
2016 Q1	$256K	Hold	3,470	–	–	0.12%	94
2015 Q4	$274K	Buy	3,470 +70	+2%	+$5.47K	0.1%	99
2015 Q3	$232K	Hold	3,400	–	–	0.09%	96
2015 Q2	$237K	Hold	3,400	–	–	0.08%	96
2015 Q1	$228K	Hold	3,400	–	–	0.08%	94
2014 Q4	$202K	Hold	3,400	–	–	0.07%	105
2014 Q3	$194K	Hold	3,400	–	–	0.07%	93
2014 Q2	$197K	Hold	3,400	–	–	0.08%	97
2014 Q1	$194K	Hold	3,400	–	–	0.08%	95
2013 Q4	$187K	Sell	3,400 -10,400	-75%	-$556K	0.09%	91
2013 Q3	$716K	Buy	13,800 +9,900	+254%	+$449K	0.44%	40
2013 Q2	$149K	Buy	+3,900	New	+$161K	0.1%	70

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Edge Wealth Management's CRM Position: Q1 2025 in Review

Edge Wealth Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 46,121 shares — an estimated $15.4M sold.

Edge Wealth Management first reported a position in CRM in Q2 2013 and held it in 46 quarters. The position peaked at $15.4M in Q4 2024. 2,946 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Edge Wealth Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
Edge Wealth Management sold 46,121 Salesforce shares in Q1 2025, an estimated $15.4M.
Edge Wealth Management first reported a position in Salesforce in Q2 2013 and held it in 46 quarters.
Edge Wealth Management's Salesforce position peaked at $15.4M in Q4 2024.
2,946 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Edge Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.