EdgeRock Capital’s Salesforce CRM Stock Holding History

EdgeRock Capital’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	–	Sell	-1,255	Closed	-$332K	–	131
2025 Q4	$332K	Buy	1,255 +78	+7%	+$19.4K	0.09%	96
2025 Q3	$279K	Buy	1,177 +51	+5%	+$12.9K	0.08%	100
2025 Q2	$308K	Buy	1,126 +69	+7%	+$18.4K	0.1%	81
2025 Q1	$284K	Sell	1,057 -45	-4%	-$14K	0.2%	55
2024 Q4	$368K	Buy	1,102 +156	+16%	+$49.8K	0.24%	51
2024 Q3	$259K	Buy	946 +17	+2%	+$4.35K	0.18%	60
2024 Q2	$239K	Buy	+929	New	+$249K	0.18%	49
2024 Q1	–	Sell	-500	Closed	-$143K	–	132
2023 Q4	$143K	Buy	+500	New	+$113K	0.1%	63
2022 Q4	–	Sell	-10	Closed	-$1K	–	120
2022 Q3	$1K	Buy	+10	New	+$1.7K	﹤0.01%	335

Other funds holding CRM

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

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

Harris Associates

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

Capital Research Global Investors

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

Arrowstreet Capital

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