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NewEdge Wealth’s Salesforce CRM Stock Holding History

NewEdge Wealth’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 		$41.5M Sell
222,098
-18,014
-8% -$3.73M 0.49% 52
2025
Q4 		$63.6M Buy
240,112
+16,509
+7% +$4.1M 0.72% 29
2025
Q3 		$56.5M Buy
223,603
+17,713
+9% +$4.47M 0.81% 24
2025
Q2 		$49.6M Sell
205,890
-3,898
-2% -$1.04M 0.78% 23
2025
Q1 		$56.3M Sell
209,788
-4,537
-2% -$1.41M 1.02% 16
2024
Q4 		$71.7M Buy
214,325
+3,351
+2% +$1.07M 1.24% 10
2024
Q3 		$57.7M Buy
210,974
+120,372
+133% +$30.8M 1.04% 15
2024
Q2 		$23.3M Buy
90,602
+15,434
+21% +$4.13M 0.5% 51
2024
Q1 		$20.5M Sell
75,168
-2,710
-3% -$782K 0.46% 59
2023
Q4 		$20.5M Sell
77,878
-2,375
-3% -$538K 0.52% 48
2023
Q3 		$16.3M Sell
80,253
-8,166
-9% -$1.76M 0.52% 53
2023
Q2 		$18.7M Sell
88,419
-37,457
-30% -$7.65M 0.62% 40
2023
Q1 		$25.1M Sell
125,876
-1,834
-1% -$310K 0.95% 18
2022
Q4 		$16.9M Buy
127,710
+10,433
+9% +$1.52M 0.73% 35
2022
Q3 		$16.9M Sell
117,277
-1,922
-2% -$326K 0.8% 26
2022
Q2 		$19.7M Buy
119,199
+108,478
+1,012% +$19.2M 0.89% 26
2022
Q1 		$2.28M Buy
10,721
+8,409
+364% +$1.81M 0.1% 143
2021
Q4 		$588K Buy
2,312
+833
+56% +$234K 0.02% 277
2021
Q3 		$401K Buy
1,479
+308
+26% +$78.2K 0.02% 226
2021
Q2 		$286K Sell
1,171
-27,184
-96% -$6.27M 0.02% 245
2021
Q1 		$6.01M Buy
28,355
+19,557
+222% +$4.35M 0.6% 55
2020
Q4 		$1.96M Buy
+8,798
New +$2.14M 0.6% 47

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

NewEdge Wealth's CRM Position: Q1 2026 in Review

NewEdge Wealth reduced its Salesforce (CRM) stake by 7.5% in Q1 2026, selling an estimated $3.73M and leaving 222,098 shares worth $41.5M. The position accounts for 0.49% of the portfolio, ranked #52.

NewEdge Wealth first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $71.7M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • NewEdge Wealth held 222,098 shares of Salesforce worth $41.5M as of Q1 2026.
  • NewEdge Wealth sold 18,014 Salesforce shares in Q1 2026, an estimated $3.73M.
  • Salesforce made up 0.49% of NewEdge Wealth's portfolio in Q1 2026, its #52 holding.
  • NewEdge Wealth first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Salesforce position peaked at $71.7M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.