NewEdge Advisors’s Salesforce CRM Stock Holding History

NewEdge Advisors’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26.4M	Buy	96,843 +2,817	+3%	+$768K	0.14%	149
2025 Q1	$25.2M	Sell	94,026 -114	-0.1%	-$30.6K	0.15%	140
2024 Q4	$31.5M	Buy	94,140 +3,007	+3%	+$1.01M	0.19%	114
2024 Q3	$24.9M	Buy	91,133 +20,254	+29%	+$5.54M	0.16%	136
2024 Q2	$18.2M	Sell	70,879 -464	-0.7%	-$119K	0.13%	158
2024 Q1	$21.5M	Buy	71,343 +11,146	+19%	+$3.36M	0.19%	115
2023 Q4	$16.2M	Buy	60,197 +12,139	+25%	+$3.26M	0.15%	139
2023 Q3	$9.75M	Buy	48,058 +8,188	+21%	+$1.66M	0.11%	191
2023 Q2	$8.42M	Buy	39,870 +9,978	+33%	+$2.11M	0.1%	216
2023 Q1	$5.93M	Buy	29,892 +8,789	+42%	+$1.74M	0.07%	261
2022 Q4	$1.5M	Sell	21,103 -2	-0%	-$142	0.04%	396
2022 Q3	$3.04M	Sell	21,105 -231	-1%	-$33.2K	0.05%	336
2022 Q2	$3.52M	Buy	21,336 +347	+2%	+$57.3K	0.06%	304
2022 Q1	$4.46M	Sell	20,989 -7,401	-26%	-$1.57M	0.07%	254
2021 Q4	$7.22M	Buy	28,390 +8,975	+46%	+$2.28M	0.11%	188
2021 Q3	$5.27M	Buy	19,415 +1,351	+7%	+$366K	0.13%	157
2021 Q2	$4.41M	Buy	18,064 +427	+2%	+$104K	0.12%	181
2021 Q1	$3.74M	Buy	17,637 +586	+3%	+$124K	0.11%	190
2020 Q4	$3.79M	Sell	17,051 -11,717	-41%	-$2.61M	0.12%	170
2020 Q3	$7.23M	Buy	28,768 +2,604	+10%	+$654K	0.25%	96
2020 Q2	$4.9M	Buy	26,164 +16,141	+161%	+$3.02M	0.19%	116
2020 Q1	$1.44M	Buy	10,023 +1,550	+18%	+$223K	0.07%	248
2019 Q4	$1.38M	Sell	8,473 -1,921	-18%	-$312K	0.05%	301
2019 Q3	$1.54M	Buy	10,394 +2,564	+33%	+$379K	0.07%	264
2019 Q2	$1.19M	Sell	7,830 -419	-5%	-$63.6K	0.07%	253
2019 Q1	$1.31M	Buy	8,249 +266	+3%	+$42.1K	0.08%	235
2018 Q4	$1.09K	Buy	7,983 +3,931	+97%	+$538	0.07%	240
2018 Q3	$644K	Buy	4,052 +2,315	+133%	+$368K	0.05%	304
2018 Q2	$244	Buy	+1,737	New	+$244	0.02%	461
2018 Q1	–	Sell	-1,843	Closed	-$201K	–	494
2017 Q4	$201K	Buy	+1,843	New	+$201K	0.03%	388