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 Q3	$240K	Buy	+1,047	New	+$216K	0.05%	138
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Banco Santander Madrid, Spain $18.9B AUM 35.04% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

EdgeRock Capital's CRM Position: Q3 2026 in Review

EdgeRock Capital opened a new position in Salesforce (CRM) in Q3 2026: 1,047 shares worth $240K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings. This is a return to the name: EdgeRock Capital previously reported a position in CRM as recently as Q4 2025.

EdgeRock Capital first reported a position in CRM in Q3 2022 and has held it in 10 quarters since. The position peaked at $368K in Q4 2024. 1,794 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

EdgeRock Capital held 1,047 shares of Salesforce worth $240K as of Q3 2026.
Salesforce was a new EdgeRock Capital position in Q3 2026.
Salesforce made up 0.05% of EdgeRock Capital's portfolio in Q3 2026, its #138 holding.
EdgeRock Capital first reported a position in Salesforce in Q3 2022 and has held it in 10 quarters since.
EdgeRock Capital's Salesforce position peaked at $368K in Q4 2024.
1,794 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on EdgeRock Capital's 13F filing for Q3 2026, filed 3 Nov 2026.