NewEdge Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.8M | Buy |
84,498
+181
| +0.2% | +$37.5K | 0.06% | 328 |
|
|
2025
Q4 | $22.3M | Buy |
84,317
+12,217
| +17% | +$3.04M | 0.08% | 222 |
|
|
2025
Q3 | $17.1M | Sell |
72,100
-24,743
| -26% | -$6.24M | 0.08% | 252 |
|
|
2025
Q2 | $26.4M | Buy |
96,843
+2,817
| +3% | +$753K | 0.14% | 149 |
|
|
2025
Q1 | $25.2M | Sell |
94,026
-114
| -0.1% | -$35.5K | 0.15% | 140 |
|
|
2024
Q4 | $31.5M | Buy |
94,140
+3,007
| +3% | +$960K | 0.19% | 114 |
|
|
2024
Q3 | $24.9M | Buy |
91,133
+20,254
| +29% | +$5.19M | 0.16% | 136 |
|
|
2024
Q2 | $18.2M | Sell |
70,879
-464
| -0.7% | -$124K | 0.13% | 158 |
|
|
2024
Q1 | $21.5M | Buy |
71,343
+11,146
| +19% | +$3.22M | 0.19% | 115 |
|
|
2023
Q4 | $16.2M | Buy |
60,197
+12,139
| +25% | +$2.75M | 0.15% | 139 |
|
|
2023
Q3 | $9.75M | Buy |
48,058
+8,188
| +21% | +$1.77M | 0.11% | 191 |
|
|
2023
Q2 | $8.42M | Buy |
39,870
+9,978
| +33% | +$2.04M | 0.1% | 216 |
|
|
2023
Q1 | $5.93M | Buy |
29,892
+8,789
| +42% | +$1.48M | 0.07% | 261 |
|
|
2022
Q4 | $1.5M | Sell |
21,103
-2
| -0% | -$292 | 0.04% | 396 |
|
|
2022
Q3 | $3.04M | Sell |
21,105
-231
| -1% | -$39.2K | 0.05% | 336 |
|
|
2022
Q2 | $3.52M | Buy |
21,336
+347
| +2% | +$61.3K | 0.06% | 305 |
|
|
2022
Q1 | $4.46M | Sell |
20,989
-7,401
| -26% | -$1.59M | 0.07% | 258 |
|
|
2021
Q4 | $7.21M | Buy |
28,390
+8,975
| +46% | +$2.52M | 0.11% | 188 |
|
|
2021
Q3 | $5.27M | Buy |
19,415
+1,351
| +7% | +$343K | 0.13% | 157 |
|
|
2021
Q2 | $4.41M | Buy |
18,064
+427
| +2% | +$98.4K | 0.12% | 181 |
|
|
2021
Q1 | $3.74M | Buy |
17,637
+586
| +3% | +$130K | 0.11% | 190 |
|
|
2020
Q4 | $3.79M | Sell |
17,051
-11,717
| -41% | -$2.85M | 0.12% | 170 |
|
|
2020
Q3 | $7.23M | Buy |
28,768
+2,604
| +10% | +$570K | 0.25% | 96 |
|
|
2020
Q2 | $4.9M | Buy |
26,164
+16,141
| +161% | +$2.72M | 0.19% | 116 |
|
|
2020
Q1 | $1.44M | Buy |
10,023
+1,550
| +18% | +$266K | 0.07% | 248 |
|
|
2019
Q4 | $1.38M | Sell |
8,473
-1,921
| -18% | -$301K | 0.05% | 301 |
|
|
2019
Q3 | $1.54M | Buy |
10,394
+2,564
| +33% | +$390K | 0.07% | 264 |
|
|
2019
Q2 | $1.19M | Sell |
7,830
-419
| -5% | -$65.7K | 0.07% | 253 |
|
|
2019
Q1 | $1.31M | Buy |
8,249
+266
| +3% | +$41.2K | 0.08% | 235 |
|
|
2018
Q4 | $1.09K | Buy |
7,983
+3,931
| +97% | +$541K | 0.07% | 240 |
|
|
2018
Q3 | $644K | Buy |
4,052
+2,315
| +133% | +$344K | 0.05% | 304 |
|
|
2018
Q2 | $244 | Buy |
+1,737
| New | +$222K | 0.02% | 461 |
|
|
2018
Q1 | – | Sell |
-1,843
| Closed | -$201K | – | 494 |
|
|
2017
Q4 | $201K | Buy |
+1,843
| New | +$188K | 0.03% | 388 |
|
Other funds holding CRM
VCM
VPM
NewEdge Advisors's CRM Position: Q1 2026 in Review
NewEdge Advisors increased its Salesforce (CRM) stake by 0.21% in Q1 2026, buying an estimated $37.5K and bringing the position to 84,498 shares worth $15.8M. The position accounts for 0.06% of the portfolio, ranked #328.
NewEdge Advisors first reported a position in CRM in Q4 2017 and has held it in 33 quarters since. The position peaked at $31.5M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- NewEdge Advisors held 84,498 shares of Salesforce worth $15.8M as of Q1 2026.
- NewEdge Advisors bought 181 Salesforce shares in Q1 2026, an estimated $37.5K.
- Salesforce made up 0.06% of NewEdge Advisors's portfolio in Q1 2026, its #328 holding.
- NewEdge Advisors first reported a position in Salesforce in Q4 2017 and has held it in 33 quarters since.
- NewEdge Advisors's Salesforce position peaked at $31.5M in Q4 2024.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.