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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Edgewood Management's CRM Position: Q1 2018 in Review

Edgewood Management sold out of Salesforce (CRM) in Q1 2018, closing a stake of 8,411 shares — an estimated $860K sold.

Edgewood Management first reported a position in CRM in Q1 2014 and held it in 16 quarters. The position peaked at $1.74M in Q3 2016. 1,076 funds tracked by Wall St. Rank hold CRM as of Q1 2018.

Edgewood Management reported no remaining Salesforce position as of Q1 2018 after selling out during the quarter.
Edgewood Management sold 8,411 Salesforce shares in Q1 2018, an estimated $860K.
Edgewood Management first reported a position in Salesforce in Q1 2014 and held it in 16 quarters.
Edgewood Management's Salesforce position peaked at $1.74M in Q3 2016.
1,076 funds tracked by Wall St. Rank held Salesforce as of Q1 2018.

Based on Edgewood Management's 13F filing for Q1 2018, filed 11 May 2018.