Edgewood Management

Edgewood Management’s Salesforce CRM Stock Holding History

Edgewood Management’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
2018 Q1	–	Sell	-8,411	Closed	-$860K	–	72
2017 Q4	$860K	Hold	8,411	–	–	﹤0.01%	49
2017 Q3	$786K	Sell	8,411 -139	-2%	-$12.8K	﹤0.01%	49
2017 Q2	$740K	Hold	8,550	–	–	﹤0.01%	49
2017 Q1	$705K	Sell	8,550 -193	-2%	-$15.4K	﹤0.01%	48
2016 Q4	$599K	Sell	8,743 -15,634	-64%	-$1.13M	﹤0.01%	55
2016 Q3	$1.74M	Buy	24,377 +18,620	+323%	+$1.45M	0.01%	40
2016 Q2	$457K	Hold	5,757	–	–	﹤0.01%	55
2016 Q1	$425K	Sell	5,757 -166	-3%	-$11.4K	﹤0.01%	57
2015 Q4	$464K	Buy	5,923 +320	+6%	+$25K	﹤0.01%	57
2015 Q3	$389K	Sell	5,603 -62	-1%	-$4.39K	﹤0.01%	60
2015 Q2	$394K	Sell	5,665 -274	-5%	-$19.5K	﹤0.01%	60
2015 Q1	$397K	Sell	5,939 -392	-6%	-$24.3K	﹤0.01%	61
2014 Q4	$375K	Hold	6,331	–	–	﹤0.01%	63
2014 Q3	$364K	Buy	6,331 +508	+9%	+$28.6K	﹤0.01%	63
2014 Q2	$338K	Buy	5,823 +1,780	+44%	+$96.2K	﹤0.01%	66
2014 Q1	$231K	Buy	+4,043	New	+$242K	﹤0.01%	77

Other funds holding CRM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return