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Edgestream Partners’s Salesforce CRM Stock Holding History

Edgestream Partners’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
VPM
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

Edgestream Partners's CRM Position: Q1 2026 in Review

Edgestream Partners reduced its Salesforce (CRM) stake by 33% in Q1 2026, selling an estimated $185K and leaving 1,794 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #787.

Edgestream Partners first reported a position in CRM in Q4 2016 and has held it in 23 quarters since. The position peaked at $11.5M in Q4 2020. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Edgestream Partners held 1,794 shares of Salesforce worth $335K as of Q1 2026.
  • Edgestream Partners sold 892 Salesforce shares in Q1 2026, an estimated $185K.
  • Salesforce made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #787 holding.
  • Edgestream Partners first reported a position in Salesforce in Q4 2016 and has held it in 23 quarters since.
  • Edgestream Partners's Salesforce position peaked at $11.5M in Q4 2020.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.