Edgestream Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.02M | Buy |
25,691
+23,897
| +1,332% | +$4.2M | 0.12% | 316 |
|
|
2026
Q1 | $335K | Sell |
1,794
-892
| -33% | -$185K | 0.01% | 787 |
|
|
2025
Q4 | $712K | Sell |
2,686
-8,191
| -75% | -$2.04M | 0.02% | 753 |
|
|
2025
Q3 | $2.58M | Buy |
+10,877
| New | +$2.74M | 0.08% | 458 |
|
|
2025
Q2 | – | Sell |
-2,089
| Closed | -$561K | – | 882 |
|
|
2025
Q1 | $561K | Sell |
2,089
-2,326
| -53% | -$723K | 0.02% | 685 |
|
|
2024
Q4 | $1.48M | Buy |
+4,415
| New | +$1.41M | 0.06% | 472 |
|
|
2024
Q3 | – | Sell |
-1,398
| Closed | -$359K | – | 878 |
|
|
2024
Q2 | $359K | Sell |
1,398
-7,969
| -85% | -$2.13M | 0.02% | 716 |
|
|
2024
Q1 | $2.82M | Buy |
9,367
+8,603
| +1,126% | +$2.48M | 0.14% | 249 |
|
|
2023
Q4 | $201K | Sell |
764
-11,197
| -94% | -$2.53M | 0.01% | 789 |
|
|
2023
Q3 | $2.43M | Sell |
11,961
-3,464
| -22% | -$748K | 0.19% | 143 |
|
|
2023
Q2 | $3.26M | Buy |
+15,425
| New | +$3.15M | 0.29% | 67 |
|
|
2023
Q1 | – | Sell |
-35,375
| Closed | -$4.69M | – | 572 |
|
|
2022
Q4 | $4.69M | Buy |
35,375
+10,471
| +42% | +$1.53M | 0.53% | 36 |
|
|
2022
Q3 | $3.58M | Buy |
+24,904
| New | +$4.22M | 0.28% | 130 |
|
|
2021
Q3 | – | Sell |
-8,452
| Closed | -$2.06M | – | 507 |
|
|
2021
Q2 | $2.06M | Buy |
8,452
+6,300
| +293% | +$1.45M | 0.12% | 216 |
|
|
2021
Q1 | $456K | Sell |
2,152
-49,669
| -96% | -$11.1M | 0.03% | 333 |
|
|
2020
Q4 | $11.5M | Buy |
51,821
+13,358
| +35% | +$3.25M | 0.58% | 49 |
|
|
2020
Q3 | $9.67M | Buy |
+38,463
| New | +$8.42M | 0.62% | 49 |
|
|
2020
Q2 | – | Sell |
-4,212
| Closed | -$606K | – | 301 |
|
|
2020
Q1 | $606K | Buy |
+4,212
| New | +$722K | 0.06% | 232 |
|
|
2019
Q3 | – | Sell |
-30,929
| Closed | -$4.69M | – | 268 |
|
|
2019
Q2 | $4.69M | Buy |
+30,929
| New | +$4.85M | 0.53% | 66 |
|
|
2018
Q1 | – | Sell |
-5,421
| Closed | -$554K | – | 251 |
|
|
2017
Q4 | $554K | Sell |
5,421
-4,257
| -44% | -$434K | 0.66% | 39 |
|
|
2017
Q3 | $904K | Sell |
9,678
-12,478
| -56% | -$1.15M | 0.48% | 46 |
|
|
2017
Q2 | $1.92M | Buy |
22,156
+17,885
| +419% | +$1.56M | 0.72% | 26 |
|
|
2017
Q1 | $352K | Sell |
4,271
-231
| -5% | -$18.5K | 0.16% | 111 |
|
|
2016
Q4 | $308K | Buy |
+4,502
| New | +$327K | 0.64% | 49 |
|
Other funds holding CRM
Edgestream Partners's CRM Position: Q2 2026 in Review
Edgestream Partners increased its Salesforce (CRM) stake by 1,332% in Q2 2026, buying an estimated $4.2M and bringing the position to 25,691 shares worth $4.02M. The position accounts for 0.12% of the portfolio, ranked #316.
Edgestream Partners first reported a position in CRM in Q4 2016 and has held it in 24 quarters since. The position peaked at $11.5M in Q4 2020. 2,478 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Edgestream Partners held 25,691 shares of Salesforce worth $4.02M as of Q2 2026.
- Edgestream Partners bought 23,897 Salesforce shares in Q2 2026, an estimated $4.2M.
- Salesforce made up 0.12% of Edgestream Partners's portfolio in Q2 2026, its #316 holding.
- Edgestream Partners first reported a position in Salesforce in Q4 2016 and has held it in 24 quarters since.
- Edgestream Partners's Salesforce position peaked at $11.5M in Q4 2020.
- 2,478 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.