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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
Q2 		$125K Buy
+800
New +$141K ﹤0.01% 1206

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NewEdge Wealth's CRM Position: Q2 2026 in Review

NewEdge Wealth reduced its Salesforce (CRM) stake by 92% in Q2 2026, selling an estimated $35.9M and leaving 18,161 shares worth $2.85M. The position accounts for 0.03% of the portfolio, ranked #365.

NewEdge Wealth first reported a position in CRM in Q4 2020 and has held it in 23 quarters since. The position peaked at $71.7M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • NewEdge Wealth held 18,161 shares of Salesforce worth $2.85M as of Q2 2026.
  • NewEdge Wealth sold 203,937 Salesforce shares in Q2 2026, an estimated $35.9M.
  • Salesforce made up 0.03% of NewEdge Wealth's portfolio in Q2 2026, its #365 holding.
  • NewEdge Wealth first reported a position in Salesforce in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Salesforce position peaked at $71.7M in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.