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CRMCRM
23 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in Salesforce, Inc.

Yes. Newedge Group holds 18,161 shares of CRM (Salesforce), worth $2.8M, as of its Q2 2026 13F filing. It reduced the position by 203,937 shares (-91.8%) from Q1 2026. Newedge Group has held CRM in every 13F on record since Q4 2020, 23 quarterly filings.

Current Value

$2.8M

Current Shares

18,161

Total Value Change

+$887,126

Total Shares Change

+9,363

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18,161
-91.8%
$2.8M0.0%$156.66
0
2026-Q1
Decreased
222,098
-7.5%
$41.5M0.5%$185.72
0
2025-Q4
Increased
240,112
+7.4%
$63.6M0.7%$263.57
45
2025-Q3
Increased
223,603
+8.6%
$56.5M0.8%$235.42
45
2025-Q2
Decreased
205,890
-1.9%
$49.6M0.8%$270.40
0
2025-Q1
Decreased
209,788
-2.1%
$56.3M1.0%$265.27
0
2024-Q4
Increased
214,325
+1.6%
$71.7M1.2%$330.48
47
2024-Q3
Increased
210,974
+132.9%
$57.7M1.0%$270.25
75
2024-Q2
Increased
90,602
+20.5%
$23.3M0.5%$253.06
48
2024-Q1
Decreased
75,168
-3.5%
$20.5M0.5%$296.44
0
2023-Q4
Decreased
77,878
-3.0%
$20.5M0.5%$258.66
0
2023-Q3
Decreased
80,253
-9.2%
$16.3M0.5%$199.33
0
2023-Q2
Decreased
88,419
-29.8%
$18.7M0.6%$207.67
0
2023-Q1
Decreased
125,876
-1.4%
$25.1M1.0%$196.38
0
2022-Q4
Increased
127,710
+8.9%
$16.9M0.7%$130.34
43
2022-Q3
Decreased
117,277
-1.6%
$16.9M0.8%$141.39
0
2022-Q2
Increased
119,199
+1011.8%
$19.7M0.9%$162.23
65
2022-Q1
Increased
10,721
+363.7%
$2.3M0.1%$208.71
50
2021-Q4
Increased
2,312
+56.3%
$588,0000.0%$249.81
35
2021-Q3
Increased
1,479
+26.3%
$401,0000.0%$266.61
29
2021-Q2
Decreased
1,171
-95.9%
$286,0000.0%$240.12
0
2021-Q1
Increased
28,355
+222.3%
$6M0.6%$207.90
62
2020-Q4
First report
8,798
-
$2M0.6%$218.36
0

Other major holders of CRM: VANGUARD GROUP INC, BlackRock, Inc.

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