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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EdgeRock Capital's CRM Position: Q1 2026 in Review

EdgeRock Capital sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,255 shares — an estimated $332K sold.

EdgeRock Capital first reported a position in CRM in Q3 2022 and held it in 9 quarters. The position peaked at $368K in Q4 2024. 2,690 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • EdgeRock Capital reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • EdgeRock Capital sold 1,255 Salesforce shares in Q1 2026, an estimated $332K.
  • EdgeRock Capital first reported a position in Salesforce in Q3 2022 and held it in 9 quarters.
  • EdgeRock Capital's Salesforce position peaked at $368K in Q4 2024.
  • 2,690 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on EdgeRock Capital's 13F filing for Q1 2026, filed 16 Apr 2026.