Position history for NewEdge Wealth, LLC's holdings in SALESFORCE INC
NewEdge Wealth, LLC holds 222,098 shares of CRM (SALESFORCE INC), worth $41.5M as of 2026-Q1. The position was decreased (-7.5% shares). CRM represents 0.5% of NewEdge Wealth, LLC's portfolio.
Current Value
$41.5M
Current Shares
222,098
Total Value Change
+$18.2M
Total Shares Change
+131,496
Other major holders of CRM: VANGUARD GROUP INC, BlackRock, Inc.
Decreased |
| 222,098 |
-7.5% |
| $41.5M |
| 0.5% |
| $196.05 |
0 |
| 2025-Q4 | Increased | 240,112 | +7.4% | $63.6M | 0.7% | $265.92 | 45 |
| 2025-Q3 | Increased | 223,603 | +8.6% | $56.5M | 0.8% | $244.71 | 45 |
| 2025-Q2 | Decreased | 205,890 | -1.9% | $49.6M | 0.8% | $272.50 | 0 |
| 2025-Q1 | Decreased | 209,788 | -2.1% | $56.3M | 1.0% | $268.22 | 0 |
| 2024-Q4 | Increased | 214,325 | +1.6% | $71.7M | 1.2% | $333.56 | 47 |
| 2024-Q3 | Increased | 210,974 | +132.9% | $57.7M | 1.0% | $274.53 | 75 |
| 2024-Q2 | Increased | 90,602 | +20.5% | $23.3M | 0.5% | $254.35 | 48 |